Job SummaryExpress Employment Professionals, on behalf of our client, a leading wealth management organization, is seeking an Admin Assistant to The Financial Planner.
We are seeking an individual to join our client's team in the Saskatoon office.
As an Assistant the incumbent will contribute to growing the business by providing support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks.
Duties and ResponsibilitiesInvestment Advisor Support:- Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
- Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondence and reports
Client Service:- Foster and support client relationships
- Respond to requests for information from clients
- Investigate and resolve inquiries related to accounts
- Request information and documentation from clients in order to open accounts and keep client files up to date
- Follow up on client trades to ensure proper settlement and delivery
Administration:- Maintain expense records and spreadsheets
- Filing and general administrative office duties as required
Adhere to professional practices and standards, as well as internal processes and controls
Qualifications- Superior client relationship management skills
- Demonstrate a professional and friendly manner
- Excellent verbal and written communication skills in English
- Relevant experience in the financial sector and/or administrative experience
- Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook
- Experience with Client Relationship Management (CRM) systems such as Maximizer
- Strong organizational skills
- Meticulous attention to detail
- Ability to prioritize, multitask, work within time constraints and follow-up
- Ability to work in a team environment
- Ability to quickly learn new technologies and programs
EducationWhy Apply:Work with a leading Canadian Investment firm that is home to some of Canada's best investment advisors. Our client offer the personal touch of a boutique firm to both their employees and clients alike.
While we appreciate all applications, only qualified applicants will be contacted for further evaluation.
Job Types: Full-time, Permanent
Pay: $25.00-$32.00 per hour
Ability to commute/relocate:- Saskatoon, SK: reliably commute or plan to relocate before starting work (required)
Application question(s):- What other relevant certifications do you have?
Experience:- Financial Administrative : 2 years (required)
- CRM software: 1 year (required)
Licence/Certification:- Securities certification ( CSC or others)? (preferred)
Work Location: In person