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: [email protected]