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David Aplin Group, one of Canada's Best Managed Companies, has partnered with our client, a leader in their industry to recruit a Senior Administrator for their Saskatoon, SK location. If you are dedicated to providing exceptional Administrative Support in a financial services environment we want to talk to you!
The Role:
Ensure a high level of client service by supporting Advisor in the regular review of clients portfolios to identify client needs.
Ensure effective client administrations by:
Maintaining client files and information of the appropriate systems
Responding to client inquiries in a timely, responsive manner
Resolving issues and effecting client transactions expeditiously and accurately, escalating issues when appropriate
Provide marketing assistance to the Advisor by identifying opportunities to gather additional assets and increase revenue within the existing client base
Supporting the growth of the advisor by:
Preparing, analyzing, and presenting reports and recommendations, financial plans/concepts, insurance, annual trading summary, etc. to the Advisor for review
Providing recommendations for improvement to business processes
The Ideal Candidate:
Analytical and problem-solving skills
Good organizational skills including prioritization, time management and the ability to multi-task
Advanced competency with technology (computers and devices), office equipment and software
Positive attitude
Self-motivated; striving for personal and professional development and growth within the company
Sense of urgency while remaining alert and aware of surroundings
Attention to detail and accuracy
Adaptable to change
Able to interact with diverse peoples from all cultures and walks of life
Essential Skills
- Reading text
- Document use
- Numeracy
- Writing
- Oral communication
- Working with others
- Problem solving
- Decision making
- Critical thinking
- Job task planning and organizing
- Finding information
- Computer use
- Continuous learning
- Significant use of memory
Additional Skills
- Delegate work to office support staff
Specific Skills
- Ensure deadlines are met
- Co-ordinate and plan for office services such as accommodation, relocation, equipment, supplies, forms, disposal of assets and parking
- Assist in the preparation of operating budget
- Carry out administrative activities of establishment
- Assemble data
- Prepare periodic and special reports, manuals and correspondence
- Review, evaluate and implement new administrative procedures
- Oversee and co-ordinate office administrative procedures
Business Equipment and Computer Applications
- Windows
- General office equipment
- Electronic mail
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