Investment Administrator - Calgary, Canada - Griffith & Associates Financial & Estate Planning
1 week ago
Description
We are looking for a motivated and energetic individual to provide administrative and client service assistance to Griffith & Associates Financial & Estate Planning Ltd.
Key Responsibilities:
- Communicating with clients and servicing requests.
- Providing investment administrative support.
- Prepare, check and complete forms relating to account openings and transfers.
- Meeting preparation and followup.
- Maintain digital and physical filing on an ongoing basis.
- Support other team members.
- Administration of technology, resources, and tools.
- Handle incoming calls and ensure queries are either handled or directed to the right individual.
Qualifications & Requirements:
- Experience working within financial services advisory firm is strongly preferred.
- Experience in executing trading orders is an asset.
- Canadian Investment Funds Course or Canadian Securities Course. (mandatory)
- Provincial Life Insurance license, including Accident & Sickness. (preferred but not mandatory)
- Knowledge & experience of industry legislation, rules and requirements.
- Salesforce and Naviplan experience is an asset.
- University degree or College diploma. (preferred but not mandatory)
- Proficiency in MS Word, MS Excel, MS PowerPoint, and a CRM essential.
- Willing to take applicable industry courses and professional development.
Skills and Abilities:
- Team player with the ability to work in a busy, fastpaced office environment.
- Ability to effectively selfmanage a multitude of activities.
- Common sense approach to problemsolving.
- Take pride in quality of work.
- Have a strong client service focus.
- Have a strong attention to detail.
- Professional verbal and written communication skills.
- Ability to learn and work independently but also as a strong team member.
- Have a career focus, motivated by growth of the firm, with potential for development.
- Motivated to learn and develop.
- Initiate continuous development. (personal, professional, computer)
Education:
- LLQP License not required however experience within the insurance industry preferred.
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