Sales Account Assistant - Winnipeg, Canada - Assiniboine Credit Union Ltd

Assiniboine Credit Union Ltd

Verified Company

Winnipeg, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Role Overview

Reporting to the Wealth Compliance and Operations Manager, the Sales Account Assistant is responsible for providing timely and accurate administrative and project support to the Credential Adviser Team within Assiniboine Financial Group.

The Sales Account Assistant ensures that the team is in compliance with legislative regulations and internal policies and procedures.

KEY ACCOUNTABILITIES

Accurately update information onto the Dataphile online systems

This includes:

setting up new client information, properly directing documentation to Credential for the Member's file and setting the new client up on the contact management system.

Follow up on trades to ensure that they are settled as per the clients wishes.
Provide administrative services to the advisors as it relates to member meetings such as, scheduling meetings, preparing client files prior to their scheduled appointments.
Develop and maintain relationships with fund companies and external providers as applicable.
Responsible for processing and followup on documentation (completed by the Advisers), and sending it off to the appropriate address.
Prepare daily deposits of incoming cheques from various sources and process deposits to the correct Trust/sweep accounts.
Generate daily production and commission reports.
Reconcile the Trust/sweep accounts daily and prepare a monthly report for Credential.
Investigate member account issues as requested.
Responsible and accountable for maintaining/followingup on items in the applicable administrative logs.
Responsible for preparing various client correspondences.
Employees are required to keep strictly confidential the affairs of anyone whose private information becomes available to them in the course of their duties.

QUALIFICATIONS

Education and experience

This position requires a grade twelve diploma supplemented by post secondary education and one year of job related experience or an equivalent combination of education and experience.

Completion of the Canadian Securities Course or Mutual Funds License is an asset.

Key Occupational Skills

Strong written and verbal communication skills
Ability to work in a team setting
Proficient in MS Office (Word, Excel, PowerPoint, Outlook, etc)
Effective listening skills
Effective time management skills
Ability to make sound decisions based on policies, procedures and experience
Proficient keyboard skills and knowledge of Eroworks and or banking software

WHO WE ARE?

As a Certified B Corporation and one of Manitoba's Top Employers (2023), the culture of Assiniboine Credit Union is supportive of the individual while focused on the greater community.

You'll be motivated by shared values and encouraged to always think about how, through financial sustainability, we can do more for our members, our employees and our community

Choosing to work at Assiniboine Credit Union means that you'll be working for an organization that
- puts people, planet and prosperity first,
- values diversity and inclusion,
- is focused on social and environmental responsibility,
- supports employees through training programs and long-term career development,
- offers a competitive total compensation program which includes bonuses, a matched pension program, and health and dental benefits.

If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align

We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work. Applicants may request reasonable accommodation related to the materials and activities used throughout the selection process._