Banking Administrative Assistant I

Our client, a leading Canadian banking institution, is looking for an Administrative Assistant to join their team. We are looking for individuals with at least 1 year of administrative experience in a corporate environment. 

Contract term: 27/05/2019 to 10/01/2020

Pay rate: $17.00/hr

Full-time: 37.5 hours

Schedule: Monday - Friday, 7am-3pm

Must Have

• 1-2 year of admin experience
• Possess excellent communication skills
• Proven ability to deliver a high level of client service
• Detail oriented and highly organized
• Ability to work in a fast-paced and dynamic environment
• Proficient use of firm software & MS Office Suite 

Job Responsibilities:

• Work with other departments to manage/process client requests for resolution in a timely manner
• Execute market orders and respond to client enquiries promptly and accurately
• Maintain complete client files and ensure documentation is in good order
• Assist Investment Advisor (IA) with daily tracking of transaction summaries, client activity to identify/prevent any errors or omissions
• Demonstrate knowledge of, and comply with, all compliance regulations, securities laws, risk & confidentiality requirements
• Be aware of and maintain knowledge of financial markets and current/world events
• Sales support by identifying sales opportunities/reciprocal referrals and assist IA(s) in preparation for client meetings
• Provide market quotes and track Dividends, RSPs, RIFs
• Create reports for analysis of client accounts
• Understand Product offerings and unique investment instructions
• Actively support the IA and branch in achieving the branch’s annual business goals and reciprocal referral goals
• Participate fully as a member of the team and contribute to a positive work environment
• Active involvement in CSA/Branch meetings & sharing ideas

HOW TO APPLY:

Please send your resume to careers@gc-employment.com with the subject line “Banking Administrative Assistant I_Kelowna”

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