Assistant (Cgy - 110) Jobs

Position Overview

We are seeking an individual to join our team in the Calgary office. As an Assistant the incumbent will contribute to growing the business by providing support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks.

Duties and Responsibilities

Investment Advisor Support:

• Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondence and reports
• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners

Client Service:

• Investigate and resolve inquiries related to accounts
• Foster and support client relationships
• Respond to requests for information from clients
• Follow up on client trades to ensure proper settlement and delivery
• Request information and documentation from clients in order to open accounts and keep client files up to date

Administration:

• Adhere to professional practices and standards, as well as internal processes and controls
• Maintain expense records and spreadsheets
• Filing and general administrative office duties as required

Qualifications

• Ability to work in a team environment
• Experience with Client Relationship Management (CRM) systems such as Maximizer
• Strong organizational skills
• Demonstrate a professional and friendly manner
• Superior client relationship management skills
• Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook
• Ability to quickly learn new technologies and programs
• Relevant experience in the financial sector and/or administrative experience
• Meticulous attention to detail
• Excellent verbal and written communication skills in English
• Ability to prioritize, multitask, work within time constraints and follow-up

Education

• Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) is an asset
• Post-secondary education

*A Word or PDF version of your resume must be attached to your application*