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Client Service Administrator II

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Job Order #: 5449205

NOC: 1433
Employer Name:
Investors Group
Wage/Salary Info:
$23,000 to $23, 600
Posted Date:
29-Jun-2015
Location:
REGINA
 
# of Positions:
1
Employment Terms:
Part Time
Experience:
1-2 Years
Apply By:
10-Jul-2015
How to Apply?:
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Employer Name:
Investors Group
Contact Email:
resumes@investorsgroup.com


Description

The Region Office Operations Division is responsible for providing operational and administrative support services to members of the Consultant network in Region and Division offices across the country.
The Client Service Administrator II (CSA II) is responsible for processing key business transactions, including bank deposits, system transactions and general administration. The CSA II acts as first line of contact and provides service to both internal and external clients of Investors Group.

Responsibilities include:
    Region Office business processing and compliance/regulatory administration related to a number of different platforms IGFS, IGFS Nominee, IGSI as well as Solutions Banking and Insurance  
    Business handling procedures - pre-edit, client and account set up , client adjustments, document imaging and retention
    Reception duties including switchboard
    Provide assistance to consultant network with office procedures, forms information and general inquiries
    Mail and supply inventory management
    Provides support to Region Coordinator as required

    Qualifications:
    Minimum 2 years of administrative and reception experience preferably in the Financial Services industry
    Post-secondary education in a business discipline.
    Proven strengths in the area of:
o    Client service orientation  Understanding and meeting internal and external client needs and perspectives
o    Accountability - Results oriented, takes ownership and delivers on commitments.
o    Communication  Clear, concise, tactful, listens actively and objectively, open and consistent communication
o    Teamwork  Works collaboratively with others to achieve common goals, while adding value to the team
    Discretion and ability to organize and prioritize multiple tasks under tight deadlines
    Strong Business/Technical skills  proficiency in PC capabilities including the Microsoft Office Suite

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