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Provide administrative support and high level of client service by:
Following up on client meetings and entering notes in contact management system
Responding to client inquires and issues in a timely, responsive manner and escalating to Advisor when appropriate
Processing client account documentation
Accurate execution of trades and changes in client accounts upon instruction from the advisor
Assisting in writing and processing letters
Maintaining client files and information on the appropriate systems
Ensuring all client interaction is accurately documented
Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation
Following up with clients on missing documentation required as per the industry regulatory requirements
Educational Requirements:
Excellent written and verbal communication skills
Strong organizational skills
Ability to take initiative and work independently
Ability to meet deadlines
Knowledge of Microsoft systems: Word, Excel, Powerpoint etc.
Client service experience / administrative training preferred
The role operates within a standard office environment Monday to Friday 8:30AM to 4:30PM
Occasional evening work required
Group health insurance benefits provided
We thank you for your interest, however, only those candidates selected for an interview will be contacted. Closing date for receipt of resumes is October 31st, 2019.
Essential Skills
- Reading text
- Document use
- Numeracy
- Writing
- Oral communication
- Working with others
- Critical thinking
- Job task planning and organizing
- Finding information
- Computer use
- Continuous learning
Transportation/Travel Information
- Own transportation
- Own vehicle
- Valid driver's licence
Technical Terminology
- Financial
- Business
Specific Skills
- Type and proofread correspondence, forms and other documents
- Sort, process and verify applications, receipts and other documents
- Send and receive messages
- Provide general information to clients and the public
- Prepare equipment or software for type of document
- Receive and forward telephone or electronic enquiries
- Maintain and prepare reports from manual or electronic files, inventories, mailing lists and databases
- Process incoming and outgoing mail manually or electronically
- Prepare invoices and bank deposits
- Order supplies and maintain inventory
- Photocopy and collate documents for distribution, mailing and filing
Work Setting
- Private sector
Area Of Specialization
- Financial statements
- Correspondence
- Reports
- Forms and records
Work Location Information
- Urban area
Work Conditions and Physical Capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Repetitive tasks
- Combination of sitting, standing, walking
Security and Safety
- Bondable
- Criminal record check (abstract)
Keyboarding (Words Per Minute)
- 61 - 80 wpm
Business Equipment and Computer Applications
- Windows
- Spreadsheet software
- MS PowerPoint
- MS Word
- Excel
- Electronic mail
- Database software
- General office equipment
- Internet browser
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