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Administrative Associate: Wealth Management - 18979
Job Description
This role plays an integral part of the organization, requiring collaboration with Portfolio Managers, Associates, and Administrators. The ideal candidate thrives on delivering exceptional client service, is dedicated to optimizing operations, and is eager to contribute within a collaborative team setting. Apply now to embark on a rewarding journey in the world of asset management!Â
Administrator responsibilities:
- Spearhead the initiation, closure, and transfer processes for client accounts.
- Craft insightful monthly and quarterly reports, design impactful presentations, and compile comprehensive year-end tax reporting packages.
- Maintain meticulous records of client contacts and essential documents using the CRM system.
- Assume full responsibility for assigned tasks, ensuring data integrity and swiftly addressing any urgent matters that may hinder progress.
- Handle various financial transactions including processing cheques, electronic fund transfers (EFTs), and client withdrawal requests.
- Provide clients with accurate and timely information tailored to their needs.
- Collaborate with internal and external partners to seamlessly coordinate information and tasks, and assist in coordinating meetings.
- Organize and execute engaging events for clients.
- Act as the friendly and professional face of the firm, managing incoming calls and welcoming visitors with warmth.
- Uphold the appearance and functionality of the office environment, overseeing supply inventory and ordering as needed.
- Support the team in promptly resolving unexpected challenges and tasks as they arise.
- Minimum of 3 years experience in related industry or role
- Completion or enrollment in Canadian Securities an asset
- Experience using Sales Force
- Proficiency with full MS Office suite
- Intermediate to advanced skills with Excel & Word
- The discussed salary range is $50,000 – $55,000 depending on experience
- Comprehensive benefits package
- Shareholder options after 3 years
- Hybrid option after 3 months
Only candidates already eligible to work in Canada will be reviewed. Only qualified candidates will be contacted.
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Meet Your Recruiter
Rachael Pineau
Senior Recruitment Consultant
Office Personnel
Rachael specializes in the placement of administrative professionals and other office personnel. Combining over five years of experience in recruitment with her extensive experience in administrative roles, she brings first-hand insight into the nuances of the positions she fills. Her success with clients is rooted in a strong intuition for understanding people and her ability to think strategically. Her high fill rate and low falloff rate speak to her commitment to excellence.
When it comes to working with candidates, Rachael focuses on understanding their desires and motivations, guiding them strategically to make the right career decisions. Her honesty, transparency and strong rapport foster effective communication and trust. Her passion for recruiting stems from the satisfaction of making the perfect match, and her favourite part is the joy of getting to call a candidate to tell them they got the job. She has placed candidates at reputable organizations across a variety of industries including professional and financial services, tourism and the energy sector.
Rachael lives in Calgary and enjoys a variety of interests outside of work, including singing, roller derby, hiking, camping, drag racing and indulging nerdy crafting hobbies.
