3 Jobs Found
Administrative Support Assistant Full-time Job
Administrative Jobs Salmon ArmJob Details
As an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.
IS THIS ROLE RIGHT FOR YOU
In the role you will:
- Be responsible for onboarding new client relationships through digital account opening and documentation administration
- Process client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
- Respond to client inquiries and issues in a timely manner and escalating , as required
DO YOU HAVE THE SKILLS
We would love to work with you if you have:
- Experience in the securities industry
- Excellent verbal and written communication
- Strong organizational skills
- Ability to take initiative, work independently and meet deadlines
- Meticulous attention to detail and excellent time management skills
- Exceptional client service skills
WHAT’S IN IT FOR YOU
- At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
- An organization committed to making a difference in our communities– for you and our clients.
- An inclusive working environment that encourages creativity, curiosity and celebrates success.
- Learning and Development – free access to Scotia Academy to upskill and develop your skills.
#LI-HA1 #LI-Onsite
Administrative Support Assistant
Scotiabank
Salmon ArmAdministrative Jobs Full-time
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ScotiaMcLeod Administrative Associate Full-time Job
Administrative Jobs Salmon ArmJob Details
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business.
IS THIS ROLE RIGHT FOR YOU
In the role you will:
- Ensure effective client administration by managing all administrative processes and escalations requiring investigation
- Consistently demonstrate high levels of client service by:
- supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
- responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner
- Provide marketing assistance by coordinating materials, events, and seminars to increase/identify opportunities to grow assets and/or revenue
- Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts
- Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience
DO YOU HAVE THE SKILLS
We would love to work with you if you have:
- Experience in the securities industry
- Already duly registered as an Investment Representative (IR) with CIRO
- Excellent verbal and written communication
- Strong organizational skills
- Ability to take initiative, work independently and meet deadlines
- Meticulous attention to detail and excellent time management skills
- Exceptional client service skills
WHAT’S IN IT FOR YOU
- At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
- An organization committed to making a difference in our communities– for you and our clients.
- An inclusive working environment that encourages creativity, curiosity and celebrates success.
- Learning and Development – free access to Scotia Academy to upskill and develop your skills.
** Must have your CSC and CPH courses completed.
ScotiaMcLeod Administrative Associate
Scotiabank
Salmon ArmAdministrative Jobs Full-time
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Administrative Assistant Full-time Job
Administrative Jobs VernonJob Details
What is the opportunity?
The RBC Dominion Securities branch located in Vernon is looking for an Administrative Assistant to provide administrative support to a successful Advisor Team(s). The successful candidate will have administrative experience, exceptional communication skills, and have a focus on providing outstanding client service.
What will you do?
- Prepare account opening documentation
- Follow up on documentation with clients or back office as required
- Follow up on client trades to ensure proper settlement and delivery
- Maintain current knowledge of client accounts by reviewing daily activity online and on an applicable reports
- Maintain all pending plan transfers to ensure proper settlement and delivery
- Schedule portfolio reviews
- Prepare client review materials, correspondence and reports
- Utilize contact management system for daily task management and client record-keeping
- Assist in filing and preparing mailings such as seminars, newsletters and information packages.
- Conduct various administrative functions as required including the review of incoming mail and answering telephone calls.
What do you need to succeed?
Must-have
- Administrative experience
- Exceptional communication skills
- High attention to detail
- Ability to work under pressure meeting strict deadlines
- Experience using Microsoft Office
- Exceptional organizational skills
Nice-to-have
- Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset
- Financial industry knowledge
- 1-2 years Investment Industry experience
- Proficiency in Excel
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
The expected base salary range for this particular position is $37,500 - $45,000 depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn considerably more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software
Additional Job Details
Address:
2701 HWY 6:VERNON
City:
VERNON
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-09-06
Application Deadline:
2024-10-19
Administrative Assistant
Royal Bank Of Canada
Vernon - 47.86kmAdministrative Jobs Full-time
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