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Wealth Admin Assistant – Client & CRM Support
Resumo da oferta
A leading investment firm in Victoria is seeking an Administrative Assistant to support the Financial Advisor team. The role requires exceptional organizational skills and a proactive attitude in a dynamic environment. Candidates should have at least 2 years of administrative experience and knowledge of MS Office. The role offers a competitive compensation package, including health benefits, RRSP matching, and ongoing professional development opportunities.
Serviços
Qualificações
- Minimum 2 years of administrative experience.
- Completion of the Canadian Securities Course (CSC) is an asset.
Responsabilidades
- Handle all incoming and outgoing phone calls.
- Manage and maintain all paperwork.
- Prepare professional correspondence and reports.
- Respond to requests for information in a timely manner.
- Service clients’ day-to-day requests.
Conhecimentos
Formação académica
Ferramentas
* O salário de referência é obtido com base em objetivos de salário para líderes de mercado de cada segmento de setor. Serve como orientação para ajudar os utilizadores Premium na avaliação de ofertas de emprego e na negociação de salários. O salário de referência não é indicado diretamente pela empresa e pode ser significativamente superior ou inferior.