Financial Administrative Assistant

 

JOB TITLE:  Financial Administrative Assistant

BRANCH NAME:  An independent branch of Assante Financial Management Ltd.  

BRANCH LOCATION:  Calgary, AB

POSTING DATE:  October 10, 2023

APPLICATION DEADLINE:  Until Filled

HOURS PER WEEK:  Monday to Friday, 8:30 a.m. - 4:30 p.m.

CONTACT:  Jenny Ewens (JEwens@assante.com)

JOB DESCRIPTION

Assante Wealth Management, one of the largest Canadian investment and wealth management firms, is currently looking for a highly motivated & driven individual to provide financial administrative & operations support to a Financial Advisory Team in a Calgary downtown branch office.

 

RESPONSIBILITIES:

• Preparing investment & insurance paperwork
• Processing of client investment transactions as instructed by Financial Advisor
• Maintain & organize client files, client database & contact management software
• Research and resolve processing & customer service issues
• Respond to customer service equiries
• Organizing data, information & schedule for Financial Advisor
• Coordinate marketing & meeting materials
• Organize & coordinate marketing events & marketing campaigns

 

QUALIFICATIONS

EXPERIENCE

• Several years of working experience in an office environment
• Minimum 2 years' of experience in a similar role at a financial services firm
• Customer service experience 

EDUCATION/TRAINING

• Related post-secondary education is considered an asset

KNOWLEDGE, SKILLS, & ABILITIES

• Working knowledge of investment vehicles & products
• Detail-oriented & demonstrate a high degree of accurace
• Superior verbal & written communication skills
• Ability to work well independently & without oversight
• Ability to work with other team members
• Strong customer service skills, sound work ethic & professionalism

 

ADDITIONAL NOTES

 

Assante Financial Management Ltd. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment process. We will work with all applicants to determine appropriate accommodation for individual accessibility needs. 

 

Please apply with your current resume and a cover letter to:

 

Jenny Ewens (JEwens@assante.com)

 

We thank all applicants but only those selected for an interview will be contacted.