One of our banking clients is looking for an Admin Assistant - Investment Sector Experience
Length: 3 months contract with possibility of extension or conversion to permanent
Location: Vancouver, BC - 100% onsite
Hours of Operation: 8am to 3pm
Pay Rate: $23.7 Hourly
'The start date of this job is flexible and in order to find the best candidate the job may remain open much longer than the date mentioned on this posting... or you may be asked to start sooner than the expected start date if you are able to do so !'
Please read the job description below. If this interests you, please send a MS-Word version copy of your resume (ASAP) along with a telephone contact number: E-mail to hr@teamrecruiter.com
Please mention the job title above in the subject line
The recruiter in charge of this role is Fathiya
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Requirements:
JOB DESCRIPTION:
Supports the branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. Works collaboratively within the branch and with business partners.
Coordinates marketing activities on behalf of several Investment Advisors.
Expands the business growth potential of the branch and team through telemarketing and outbound calls as required.
Executes sales and service activities which includes review of reports, follow-up on client inquiries, account maintenance.
Accepts and processes orders over the phone or in person.
Proactively and professionally provides assistance to team members in order to meet client needs and team members' expectations.
Analyzes data and information to provide insights and recommendations.
Gathers and formats data into regular and ad-hoc reports, and dashboards.
Prepares and vets client / prospect calls lists; tracks progress as required.
Maintains and organizes client database.
Support sales and service objectives by delivering service to the team's clients (e.g. preparing and maintaining client documentation, administering and maintaining client account files, preparing photocopies, documents, and presentations) to meet or exceed client needs.
Organizes work and information to ensure accuracy and completeness.
Projects a professional and consistent image by adhering to organization's brand, corporate identity, and standards.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
MUST HAVES:
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Basic/intermediate knowledge of investment process and procedures.
Good familiarity technology applications and software used in the financial planning and investment industry.
Verbal & written communication skills - highly professional
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Attention to detail
Previous experience/knowledge of Office 365, Outlook, Teams
NICE TO HAVES:
Previous banking experience
EDUCATION:
Post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
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We thank all applicants for their interest. Only those who meet the qualifications will be contacted through telephone/email. You are encouraged to register with us in our database to be considered for future positions available.
Have a great day.
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