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Banking Administrative Assistant
Location Vancouver
Start Date 8/22/2017
Type Temporary
Created 8/22/2017
Salary
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Banking Administrative Assistant

Our client is a leading Canadian banking institution.

Contract term: 3 months; potential for extension

Payrate: $16.00/hr (flexible up to $18-$19/hr)

Full-time: 37.5hrs; Mon to Fr from 8:00am - 4:00pm

 

Must haves:

  • Previous financial background
  • Can pick up quickly
  • Previous admin exp
  • Ability to multi task
  • Can work independently and in a team
  • Accuracy and attention to detail
  • Basic MS Office

Nice to have:

  • Previous experience or exposure to the investment advice industry

The Administrative Associate will provide quality, efficient and specialized administrative support on multiple and diverse range of assignments. This position will provide dedicated support to an Investment Advisor (IA) and Client Service Associate (CSA) and as required to other branch staff. The role will involve a fair degree of complexity and will include but is not limited to the following accountabilities:
• Correspondence and assemble documentation for accounts;
• Maintain accurate marketing materials, assemble required documentation in advance of sales presentations and assist with marketing mail out activities;
• Maintain current knowledge of, and comply with, all compliance regulations, securities laws, risk & confidentiality requirements and the Codes of Conduct & Ethics,
• Process client applications and transfers in a timely manner;
• Maintain complete client files and ensure documentation in good order.
• Participate fully as a member of the team and contribute to a positive work environment;

Job Description
Support the CSA and IA with all administrative tasks related to marketing, client service and relationship management. This may include by not limited to:
• Produce reports, compose a variety of correspondence and assemble documentation for accounts;
• Maintain accurate marketing materials, assemble required documentation in advance of sales presentations and assist with marketing mail out activities;
• Maintain current knowledge of, and comply with, all compliance regulations, securities laws, risk & confidentiality requirements and the Codes of Conduct & Ethics,
• Process client applications and transfers in a timely manner;
• Maintain complete client files and ensure documentation in good order.
• Participate fully as a member of the team and contribute to a positive work environment

Job Requirements:
• Undergraduate Degree or Community College Diploma preferred
• 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, dynamic environment.
• Proficient with firm software & MS Office Suite

 

HOW TO APPLY:

Send your resume to resume@gc-employment. com with the subject "Administrative Assistant - Vancouver"

Please note: 
• Must be bondable.
• Your "Employment History" on resume should include the starting and ending MONTH and year for every position.
• Incorrect email subject may cause the delay of your application