Financial Planning Admin Assistant - Edmonton, AB TH P
Only for registered members Edmonton, AB TH P, Canada
11 hours ago
+ At Aspire Investments & Insurance Ltd., we are passionate about creating a community of staff and clients who trust in the work we do, and benefit from the results. We are looking to add a dedicated, career-minded person in an investment administration role to support multiple financial advisors at a growing wealth management firm located in Edmonton.
Responsibilities
- Complete digital paperwork and perform data entry tasks accurately and efficiently
- Manage phone systems, direct inquiries, and providing information to clients
- Organize documents electronically to ensure easy retrieval of information
Job description
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