Administrative Assistant - Financial Services
Integrated Financial Services Inc. - Red Deer, AB
Full Time, Permanent - renumeration based on qualifications and experience
Integrated Financial Services Inc. was established in 1987. Our mission is to help successful individuals achieve their wealth creation and preservation objectives through an integrated approach to retirement and estate planning. We pride ourselves in offering sound, honest, financial advice based on education, knowledge and experience.The need for our services is growing and therefore we are looking for a new team member to grow with us. If you are a client-focused professional with a desire to advance your career in the financial sector, you would be a wonderful addition to our team.
Job Description
The administrative assistant role provides dedicated support as part of a larger team. This assistant will be an integrated team member to provide support to the overall operation.
This focused role includes, but is not limited to the following:
Responsibilities
The successful candidate will:
- Proactively service clients, advisors, and other partners outside the office by phone, email, or in-person.
- Prepare all documentation and provide any reports in preparation for client meetings
- Process all client transactions as requested and approved by advisor
- Monitor all pending paperwork, transfers, and any other follow up items that are outstanding
- Maintain client files and ensure documentation is in good order
- Gather and input data
- General administrative duties as assigned
- Book client meetings in the advisor’s calendar and follow up with clients
Knowledge, Skills, and Abilities
- Excellent command of the English language; both verbal and written
- Proficient with Microsoft Office Suite
- Excellent organizational skills, with a strong attention to detail
- Strong analytical and problem-solving skills
- Ability to prioritize and accurately execute high volume of time sensitive items
- Familiar with database data entry and maintenance
- Maintain a high degree of confidentiality
Desirable Attributes:
- Post-secondary degree/diploma in Business or Finance or related field.
- Licensed for Mutual Funds / Securities
- Minimum 2-3 years’ experience in the financial services industry.
Benefits:
- We offer a comprehensive group benefit plan which also includes a Health Spending Account and a matching Group RRSP.
Compensation:
- $40,000 - $60,000 depending on experience and qualifications.
Schedule:
Monday to Friday
Job Type: Full-time
Pay: $40,000.00-$60,000.00 per year
Benefits:
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Paid time off
- RRSP match
- Vision care
Education:
- Secondary School (preferred)
Experience:
- Administrative: 2 years (preferred)
Licence/Certification:
- MFDA/IIROC license (preferred)
Work Location: In person
