Job description

Job Purpose

The Administrative Assistant role is to provide administrative support to one or more Advisor.

Key Accountabilities

• Acting as a receptionist by answering phones and greeting clients.
• Arranging client meetings including preparing printed materials and handling schedule changes.
• Processing client requests, account transfers, deposits, withdrawals and payments, requests for tax documentation.
• Responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate
• Processing client account documentation
• Ordering marketing materials
• Maintaining client files and information on the appropriate systems
• Opening new accounts and processing new account documentation
• Ensuring all client interaction is accurately documented
• Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation
• Following up with clients on missing documentation required as per the industry regulatory requirements

Functional Competencies

• Excellent written and verbal communication skills in English (must)
• Strong organizational skills
• Ability to take initiative and work independently
• Ability to meet deadlines
• Knowledge of Microsoft systems; Word, Excel

Education

• Post Secondary Education

Experience

Financial industry experience is a plus

Benefits:

• Vacation & paid time off

Job Types: Full-time, Part-time, Permanent

Salary: From $20.00 per hour

Benefits:

• Paid time off

Schedule:

• 8 hour shift

COVID-19 considerations:
All clients are required to wear masks

Ability to commute/relocate:

• Halifax, NS B3J 3T4: reliably commute or plan to relocate before starting work (required)

Education:

• Secondary School (preferred)

Experience:

• administrative assistant: 1 year (preferred)
• receptionist: 3 years (preferred)

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