- Executes sales and service activities which includes review of reports, follow-up on client inquiries, account maintenance.
- Accepts and processes orders over the phone or in person.
- Analyzes data and information to provide insights and recommendations.
- Gathers and formats data into regular and ad-hoc reports, and dashboards.
- Maintains and organizes client database.
- Support sales and service objectives by delivering service to the team's clients (e.g. preparing and maintaining client documentation, administering and maintaining client account files, preparing photocopies, documents, and presentations) to meet or exceed client needs.
- Projects a professional and consistent image by adhering to organization's brand, corporate identity, and standards.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
- Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
- MUST HAVES:
- Typically between - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Good familiarity technology applications and software used in the financial planning and investment industry.
- Attention to detail
- Previous experience/knowledge of Office 365, Outlook, Teams
- Previous banking experience
- Post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
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Administrative Assistant/Office - Vancouver, BC, Canada - Prime Hires
Description
Administration Assistant Start Date:
ASAP
End Date:
August
2024 Length of Contract:
3 months Location:
Vancouver Hours : 8am to 3pm (On site)
Pay Rate:
$21.00 Job Description Supports the branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. Coordinates marketing activities on behalf of several Investment Advisors.
NICE TO HAVES:
EDUCATION:
We thank you for your interest in the position, however, only those who are qualified will be contacted Inclusion and Equal Opportunity EmploymentOur client is an equal opportunity employer committed to diversity and inclusion; We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.