Senior Financial Wealth Administrative Assistant

Company :

Our client is one of the most successful financial institutions in Canada. They are consistently ranked highly as a great place to work because they place a high premium on their employees and their development.

Perks :

• Company-paid benefit plan (starts day 1)
• RRSP Match
• Share Option Plan
• Target Bonus
• Employee development
• Casual dress code policy
• Wellness Days
• Pension
• Work Perks
• 3 Weeks’ Vacation
• Excellent training
• Employee recognition program

Responsibilities

Job Overview :

The role of the Senior Financial Wealth Administrative Assistant is to assist and support the Advisor and team with administration so that their time is best spent working directly with clients.

The role of CES is to work closely with the team and create an experience for new and existing clients with a life planning’ mindset that delivers peace of mind while encouraging clients to Live Their Dream.

Responsibilities :

• Professionally respond to client inquiries via telephone, email, video conference and in person.
• Manage the office calendar, client appointments and events, participating and documenting key information where required.

Coordinate and implement our comprehensive, pro-active, and highly personalized client experience.

• Prepare, in advance, all meeting documentation for client and prospect meetings for Advisor.
• Coordinate client account / trade instructions for creation and completion with instruction from Advisor.
• Ensure the accuracy of account / trade paperwork, financial plans, and follow up on account and transaction workflow and client meeting documentation.
• Optimize our CRM and software to fully support our business.
• Coordinate the client onboarding process ensuring our new clients have an exceptional experience.
• Work collaboratively and maintain excellent relationships with branch support staff, Head Office and other key stakeholders (marketing, operations, compliance) to support best in class office and client management.
• Escalate all client matters in a timely manner, as warranted by the situation.
• Proactively seek ways to improve client service, new client onboarding, and operations and provides feedback to ensure all opportunities for business improvements are captured.
• Ad-hoc duties as required, and responsibilities may change from time to time.

Qualifications

• 3-5 years in an Administrative Assistant / Advisor support role in a financial advisory firm. Alternate comparable experience will be considered.
• Outstanding communication and interpersonal skills ability to communicate and work collaboratively with everyone.
• Exceptional organizational and time management skills Able to multi-task, prioritize and create and follow systems.
• Client experience and attention to detail You love going the extra distance and enjoy doing something that will create a memorable experience and / or solve a problem.

Ability to anticipate client needs.

Computer skills - proficient in Microsoft Office365, Outlook, Excel, Word, Teams, and SharePoint as well as CRM software (Salesforce, UVC).

Nice to have intermediate knowledge of Univeris, FundServ.

• Education / Industry Knowledge - Post secondary diploma or degree in business, finance, economics, or other related discipline would be an asset.
30+ days ago