Administrative Assistant (Licensed)
Join a high-performing team of finance professionals.
Our client is a leading independent, full-service financial services firm. They are looking for an Administrative Assistant (Licensed) to join their high-performing team of finance professionals. They manage over $5 billion in client assets and employ like-minded individuals who display grit, integrity, hard work, and an ability to think outside the box.
Do you thrive in a fast-paced environment? Do you have an uncanny attention to detail? Are you a positive person who’s excited to work in a collaborate team environment? If you answered yes…we are looking for you.
The successful candidate will directly support the Investment Advisors and team of 20+ finance professionals. Working closely with our team in our downtown Vancouver office, you will be provided with mentoring and training to ensure you fully understand the way our business is conducted. You need to have a strong work ethic, a positive attitude, and a sharp attention to detail to succeed in this role.
Administrative Assistant to the Cash Management Group and associates;
Prepare and validate investment order entries;
Prepare new client account opening documents;
Work directly with the operations team to open new accounts;
Maintain client folders and ensure all information is kept up to date;
Perform data entry and follow up with clients via phone and email;
Provide ad hoc administrative support.
Skills & Qualifications:
An undergraduate degree or higher level of education;
3 to 5 years of related experience in the securities industry;
Preference will be given to candidates who have completed the Canadian Securities Course (CSC®) Conduct and Practices Handbook (CPH®) and hold a valid license with IIROC;
Excellent verbal and written communication skills;
Attention to detail is a must with the ability to articulate clearly;
Self-starter attributes, motivated and hardworking;
Adaptability to work in a constantly changing and highly demanding environment;
Vibrant and professional demeanor;
Able to present a polished appearance in a formal business environment;
Comfortable using cloud and Android applications: WhatsApp, Google Apps (Gmail, Calendar, Drive, Docs,) Box, Salesforce, LinkedIn, and Slack.
What we have to offer:
Competitive salary and potential for bonuses;
Competitive benefits package including Medical / Dental coverage;
Employee Stock Purchase Plan;
RRSP matching and other benefits including: weekly catered lunches, health and wellness perks, fun team events, and daily healthy snacks.