Job Description
Join our reputable financial planning firm as a Licensed Administrative Assistant. Support our team with administrative tasks while ensuring top-notch service for clients in this in-person role.
We are looking for a Licensed Administrative Assistant to manage office tasks and enhance client interactions. Essential duties involve processing trades, maintaining financial data, and handling client inquiries promptly. The successful candidate will play a vital role in scheduling appointments and assisting financial planners with research.
Key Responsibilities:
• Process approved trades, money transfers, and transactions
• Maintain and update investment account data
• Answer phone calls and respond to client questions
• Schedule appointments for financial planners
• Manage client files and records accurately
Requirements:
• Completion of the Canadian Securities Course
• Strong organizational skills and ability ...
We are looking for a Licensed Administrative Assistant to manage office tasks and enhance client interactions. Essential duties involve processing trades, maintaining financial data, and handling client inquiries promptly. The successful candidate will play a vital role in scheduling appointments and assisting financial planners with research.
Key Responsibilities:
• Process approved trades, money transfers, and transactions
• Maintain and update investment account data
• Answer phone calls and respond to client questions
• Schedule appointments for financial planners
• Manage client files and records accurately
Requirements:
• Completion of the Canadian Securities Course
• Strong organizational skills and ability ...