Administrative Assistant - Wealth Management

Randstad now has an excellent opportunity for an Advisor's Assistant in the Wealth Management industry. This is a rare & excellent opportunity for someone that is looking to grow into an Investment Advisor position, within a highly qualified team.
Opportunity: Full time, permanent
Location: Comox, BC
Hours: Monday - Friday, 8:00am - 4:00pm
Advantages

• 3 weeks vacation to start
• Employee Share Purchase Plan
• Benefits including health, dental, and extended healthcare from Day 1!
• RRSP matching
• 37.5 hours/ week

Responsibilities

• Maintain client files, requesting information when necessary
• Assist Advisors in preparing account documentation including client reviews, presentations, correspondence and reports
• Receive phone calls and answer emails from clients, responding to requests and supporting strong client relationships
• Resolve inquiries related to accounts
• First point of contact - incoming telephone and email contacts from clients, Advisors and other partners
• Filing and general administrative office duties as required
• Maintain expense records and spreadsheets

Qualifications

• Minimum one year experience in professional office setting, preferably in finance or banking sectors
• Professional demeanor
• Ability to prioritize tasks and meet deadlines
• Strong computer skills and knowledge of MS Word, Excel, Outlook
• Ability to complete the Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) within one year (courses are reimbursed)
• Post-secondary education an asset

Summary
If this sounds like you, then we would love to hear from you - please apply here today and one of our Staffing Consultants will be in touch. Alternatively, please email your resume to [email protected] or [email protected]. All applications are welcome, but only those who meet the requirements will be contacted.
Randstad oversees various temporary and permanent roles such as: Reception, Administrative Assistants, Executive Assistants, Customer Service/Client Support, Inside Sales, Data Entry, Human Resources, Marketing, Accounting, Warehouse, General Labour, Operations, and Skilled Trade roles. If you happen to have experience in any of these roles please feel free to reach out to us to discuss future possibilities!
Any questions? Please feel free to call the Randstad Victoria office at 250.383.1389 and one of the team will be happy to help.
Thank you to all interested candidates!
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to [email protected] to ensure their ability to fully participate in the interview process.