Responsibilities:

• Provide administrative support to the Advisors including processing client’s requests
• Facilitate the transfer of external funds to client’s existing accounts
• Completing subsequent deposits into client’s existing accounts
• Completing redemptions from client’s accounts
• Update client’s accounts to ensure that all information is current and accurate
• Assist with preparation for Advisors meetings
• Complete monthly financial reports
• Assist with answering incoming calls/greeting clients
• Provide backup support to other Executive Assistants

Required Competencies and Behaviours:

• Attention to detail
• Excellent communication skills; both oral and written
• Proactive and highly organized, able to manage interruptions and prioritize work in an environment with competing demands
• Ability to take direction from multiple individuals
• Effective professional telephone etiquette, courtesy, and patience
• Work in a collaborative team environment to set goals, resolve issues, and make decisions
• Establish and maintain positive working relationships both internally and externally
• Possess the aptitude for learning independently

Qualifications:

• Post-Secondary Education in a Business Related Field
• Proficient in Microsoft Office with a superior knowledge of Excel
• Financial Industry Knowledge
• Life/Mutual Fund License an asset but not required