Job Description
Position Title: Administration Assistant Start Date: ASAP End Date: August. 2024 Length of Contract: 3 months Location: Vancouver Hours : 8am to 3pm (On site) Pay Rate: $21.00 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. 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.We thank you for your interest in the position, however, only those who are qualified will be contacted Inclusion and Equal Opportunity EmploymentOur client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.