Administrative Associate - Burnaby

Only for registered members Burnaby, Canada

1 month ago

Default job background
Full time $35,900 - $66,300 (CAD)

Job summary

The job supports one or more Investment Advisors and IA Team and staff with day-to-day administration. It provides exceptional client service to support achievement of business objectives. The candidate must have a relevant experience between 3 – 5 years.,

Responsibilities

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  • Books meetings with new prospects.
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  • Coordinates marketing activities on behalf of the advisory team.
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  • Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls,
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