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)
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
- 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
Please apply with your current resume to Jill Dickson: [email protected]
We thank all applicants for their interest; however only those selected for an interview will be contacted.
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