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    Administrative Assistant/Office - Vancouver, BC, Canada - EightSix Network Inc

    EightSix Network Inc
    EightSix Network Inc Vancouver, BC, Canada

    2 weeks ago

    Default job background
    Description
    Administration Assistant


    Start Date:

    ASAP
    Length of Contract: 3 months
    Hours : 8am to 3pm (On site)

    Supports the branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience.

    Coordinates marketing activities on behalf of several Investment Advisors.


    • Executes sales and service activities which includes review of reports, follow-up on client inquiries, account maintenance.
    • Accepts and processes orders over the phone or in person.
    • Analyzes data and information to provide insights and recommendations.
    • Gathers and formats data into regular and ad-hoc reports, and dashboards.
    • Maintains and organizes client database.
    • Support sales and service objectives by delivering service to the team's clients (e.g. preparing and maintaining client documentation, administering and maintaining client account files, preparing photocopies, documents, and presentations) to meet or exceed client needs.
    • Projects a professional and consistent image by adhering to organization's brand, corporate identity, and standards.
    • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
    • Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
    • Typically between - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
    • Good familiarity technology applications and software used in the financial planning and investment industry.
    • Previous experience/knowledge of Office 365, Outlook, Teams
    Post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
    Inclusion and Equal Opportunity Employment

    Our client is an equal opportunity employer committed to diversity and inclusion; We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.

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