Overview
Administrative Associate, Wealth Management Jobs in Calgary, Alberta, Canada at Blue Chip Recruiting Ltd.
Our client, a well-established Family Wealth office, would like to add your amazing IIROC Administrative Associate skills to their team! Being Licensed is NOT required but they will support you in taking Industry courses if you are interested. If you are an experienced operations or administrative (IIROC) candidate in Calgary, please talk to us!
Here are the Details :
The Office Manager / Administrative Associate provides accurate timely administrative and customer-service support to the Advisor team and their clients. You are the resource person for clients, and you lead the administrative tasks relating to all team operations and managing client accounts.
Assist in preparing Advisors and Managers for client meetings, including preparation of account-opening documentation
Complete account processing activities (converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, etc.)
Process a variety of transactions (ex : issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers)
Commit to rigorous follow-up relating to all client transactions to ensure proper processing and minimize errors
Act as a general resource person for clients (ex : printing statements, tax slips)
Have a strong understanding of the firm’s procedures and policies
Stay up to date on compliance bulletins
Maintain client files, ensure that all documentation and notes are compliant with industry regulations
Help manage the office operations (ex : supply management, coordinating with HQ, greeting clients, expense tracking, etc.)
Attend client events
Prepare daily reports
Perform other duties as assigned
Your education and qualifications include :
High level of proficiency in Microsoft Office tools; experience with financial tools an asset
Demonstrated, reliable work ethic with the ability to manage multiple, competing priorities
Experience in opening accounts with IIROC is considered a strong asset
Exceptional organizational skills with excellent attention to detail
Customer-focused attitude with a commitment to providing extraordinary service to high-net-worth clients
Ability to adapt quickly to changing needs and work requirements
Any combination of education and IIROC experience will be considered
Having the CSC / CPH courses is an asset (IR Licensing) but NOT necessary
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Title: Administrative Associate, Wealth Management
Company: Blue Chip Recruiting Ltd.
Location: Calgary, Alberta, Canada
Category: Administrative/Clerical (Office Administrator/ Coordinator)
