Administrative Assistant - Nanaimo, Canada - Raymond James Financial
Description
Administrative Assistant
- Essential Duties and Responsibilities:
- Foster and support client relationships by liaising with clients, responding to requests, and solving problems proactively;
- Respond to and followup on inquiries from clients and coworkers in a timely and efficient manner;
- Book and confirm appointments;
- Help prepare documents for client meetings; and
- Manage all necessary documentation for clients and keep up to date with compliance regulations.
- Fundamental investment concepts, practices, and procedures used in the securities industry;
- Customer Relationship Management (CRM) software is an asset; and
- Administrative processes and procedures is a must. I.E. Opening accounts i.e. RRSPs, TFSAs, and corporate accounts.
- Skill in
- Organization and timemanagement; and
- Prioritization and flexibility.
- Ability to
- Work within deadlines in a highvolume and demanding environment while maintaining a high level of service;
- Be detailoriented and produce work that requires little to no checking; and
- Educational/Previous Experience Requirements
- A minimum of 1 year of industry related experience; and/or
- Relevant Postsecondary education.
Job Wealth management
Primary Location CA-BC-Nanaimo-Nanaimo
Organization PCG IFS
Schedule Part-time
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