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Responsibilities
General Administration (45%)
o Provides front-line assistance by being the first point of contact for Clients.
o Assure compliance with office / admin related documents, process & procedures
o Answer telephone and electronic enquiries and relay telephone calls and messages
o Provide assistance in tracking and paying office expense and submitting required receipts to accounting
o Provide assistance in tracking professional development and professional licenses
o Compiling data for client meetings semi annually
o Co-ordinating live client presentations and events
o Assisting in monthly client communications through Constant Contact.
Investment Processing (45%)
o Processing Investment applications. Follow up with administration. Deposit and Withdraw funds under the Portfolio Managers guidance and by client request.
o Process banking, address, beneficiary, and other noninvestment change requests for clients.
o Handling telephone inquiries from clients regarding investment accounts
o Maintain records, correspondence, develop and upkeep of online files
o Individual letters & mass mailings to clients.
o Maintaining client data base
o Schedule Appointments for clients
o Document Filing and Management
Other miscellaneous duties and special projects as assigned (10%)
o Processing life, disability & group applications. Follow up with underwriting. Letters to clients; policy change administration; beneficiary & banking changes; processing of individual life claims.
o Liaison between clients & insurance companies regarding policies; outstanding requirements, bank changes.
o Dealing with quotes for new Group Plans and queries from existing clients
Qualifications
Education & Experience
Minimum grade 12 is required.
2-5 years directly related experience required.
Previous financial administration experience preferred.