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Investment Advisor Assistant

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Job Order #: 5933809

Employer Name:
FIRST FINANCIAL
Posted Date:
16-Aug-2022
Location:
NORTH BATTLEFORD
 
# of Positions:
1
Employment Terms:
Full Time
Education:
Completed at least some post-secondary
Experience:
1-2 Years
Apply By:
31-Aug-2022
How to Apply?:
This job is no longer taking applications

Application Information

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Employer Name:
FIRST FINANCIAL
Contact Name:
Erin McFaull
Contact Phone:
3066650709
Contact Email:
emcfaull@mcfaull.com
Employer Website:
https://frfl.ca/


Description

What is the opportunity?

First Financial is looking for an Administrative Assistant to provide administrative support to a successful advisory Team. The successful candidate should have administrative experience, exceptional communication skills, and have a focus on providing outstanding client service.

What will you do?

*Prepare account opening documentation
*Follow up on documentation with clients or back office as required
*Follow up on client trades to ensure proper settlement and delivery
*Reviewing daily activity online
*Maintain all pending plan transfers to ensure proper settlement and delivery
*Schedule annual reviews
*Prepare client review materials, correspondence and reports
*Utilize contact management system for daily task management and client record-keeping
*Assist in filing and preparing mailings such as seminars, newsletters and information packages.
*Conduct various administrative functions as required including the review of incoming mail and answering telephone calls.

Must-have

Administrative experience
Exceptional communication skills
High attention to detail
Ability to work under pressure meeting strict deadlines
Experience using Microsoft Office
Exceptional organizational skills

Nice-to-have

Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset
Financial industry knowledge
Minimum 1-2 years Investment Industry experience

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