Administrative Assistant

Administration / Full Time, permanent / remote / bilingual

We are looking for a Bilingual Administrative Assistant to join our team and grow their career in the investment industry. Reporting to the Director, Wealth Advice Centre, the Administrative Assistant will be responsible for providing support to branch Investment Advisors and Associates. The Branch is a team of corporate Investment Advisors servicing clients across Canada.

The Administrative Assistant manages a critical compliance and control function within the Branch as well as administrative and client service support to Branch advisors and their clients.

Key accountabilities include:

• Ensuring accounts are accurately documented and compliant with regulatory requirements

• Maintaining client files and information

• Following up with clients on missing documentation required as per the industry regulatory requirements

• Escalating issues to the Director when appropriate

• Reviewing processes to improve administrative efficiencies

• Proactively establishing, developing, and maintaining strong client relationships through providing timely service

• Proactively reaching out to clients who are new to the branch via phone and email

• Ensuring clients’ information is accurate and up to date

• Participating in special projects, as assigned by the Director of the Advice Centre

• Participating actively in team learning development activities and team performance achievements

• Building effective working relationships across the team and with various business line and corporate function contacts

• Maintaining a high level of customer service

• Processing monthly reports and transfer requests from internal partners

• Encouraging the generation of new ideas and approaches

• Actively sharing knowledge and experience to enhance the development of all team members

Qualifications

• Good verbal and written language skills in both English and French owing to frequent interaction with English- and French-speaking colleagues and clients across Canada 

• Willing to work until 6pm EST

• Must obtain the Canadian Securities Course (CSC) within a year of hiring.

• Proven record of good customer service

• Excellent oral and written communication skills

• Time management skills and the ability to manage multiple competing priorities

• Strong knowledge of Microsoft Office Excel

• Willing to learn and grow within the company

RSRIA