Administrative Assistant III

Our client is a leading Canadian bank. 

Pay rate: $22.21/hr
Shift schedule: Mon - Fri 7:30am - 3:30pm

Start Date: 11/06/2017 to 12/06/2017

Department Overview: 

This department is a full service brokerage ideal for investors with substantial portfolios who are looking for professional, custom tailored investment advice and planning, while maintaining participation in the decision-making process regarding their financial affairs. 

Job Description 
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;

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 
Education/Accreditations: 
• Undergraduate Degree or Community College Diploma preferred

Must have /Skills/Experience: 
• Possess excellent communication skills 
• Proven ability to deliver a high level of client service- over the phone 
• Detail oriented and highly organized 
• Ability to work in a fast-paced, dynamic environment. 
• 5 to 7 Administrative support 
• Client service background 
• Ability to work the duration with no time off 
Proficient with firm software & MS Office Suite

Nice to Have: 
Banking experience

How to Apply: 

Please send resume to resume@gc-employment.com with the subject line "Administrative Assistant III_West Vancouver"