Banking Administrative Assistant II

Our client, a leading Canadian banking institution, is looking for an administrative assistant to support their team of Investment Advisors. We are looking for administrative professionals with previous experience in banking and brokerage industry with completion of CSC or other financial designation. 

Contract term: 2 months, possible extension

Pay rate: $18.00/hr - $24.00/hr

Full-time: 37.5 hours

Schedule: Monday - Friday, 7:30 am - 4:00 pm

Must haves:

• Admin support background
• Understanding client application, transfer form, documentation
• Accuracy in data entry
• Intermediate excel
• Banking experience preferred
• Brokerage firm experience preferred
• Canadian securities course preferred

Job Description:

• Support the Investment Advisors with all administrative tasks related to marketing, client service and relationship management
• Produce reports, compose a variety of correspondence and assemble documantation 
• Maintain accurate marketing materials, assist with marketing mail out activities
• Maintain current knowledge of, and comply with, all compliance regulations, securities laws, risk and confidentiality requirements
• Process client applications and transfers in a timely manner
• Verify and correct any errors or ommisions in daily transaction summaries
• Ensure resolution of client enquiries and take ownership of coordinating resonses with other branches/departments
• Provide market quotes and track Dividends, RSPs, RIFs
• Maintain complete client files and ensure documentation in good order

Job Requirements:

• Undergraduate Degree or Diplima
• Completion of Canadian Securities Course and Conduct and Practices Handbook preferred
• Possess excellent communication skills with a proven ability to deliver a high level of client service
• Detail oriented and highly organized
• Ability to work in a fast paced environment
• Proficient in MS Office Suite

HOW TO APPLY:
Please send resume to resume@gc-employment.com with the subject line "Banking Administrative Assistant II - Calgary"