Executive Assistant

 

JOB TITLE:  Executive Assistant

 

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

 

BRANCH LOCATION:  Cranbrook, BC

 

POSTING DATE:  June 25, 2021

 

APPLICATION DEADLINE:  July 13,2021

 

HOURS PER WEEK:  35

 

CONTACT:  Jill Dickson (Jill Dickson)

JOB DESCRIPTION

We are currently looking for an Executive Assistant to provide clerical support to a Senior Financial Advisor in the day to day operations of an established financial planning practice.

 

DUTIES AND RESPONSIBILITIES

  • Respond to all customer issues by phone or in person, in a timely and professional manner
  • Execution and reconciliation of time sensitive trades
  • Liaise with cross functional groups on transfers, administration and maintenance issues
  • Management of client database
  • Assist in coordination of client appreciation events

 

EXPERIENCE AND QUALIFICATIONS

  • 3 years’ experience as an Administrative Assistant
  • Customer service experience

 

EDUCATION/TRAINING

  • Related post secondary education
  • Successful completion or enrolment in CSC and/or IFIC an asset

 

KNOWLEDGE, SKILLS, AND ABILITIES

  • Client service oriented
  • Excellent verbal and written communication skills
  • Excellent PC skills including MS Word and Excel
  • Strong analytical and problem-solving abilities
  • Attention to detail

 

ADDITIONAL NOTES

Please apply with your current resume to Jill Dickson: Jill.dickson@assante.com

 

We thank all applicants for their interest; however only those selected for an interview will be contacted.

 

Visit Why Assante to learn more about who we are and what we do.