Communicate with clients verbally and in writing: Provide regular updates; inform of potential changes, improvements and deadlines; stay informed of their life events; and to schedule service and review appointments.
Assist in administration of transactions. Process, document, and track progress to ensure accuracy and completion.
To execute effectively, the successful candidate will possess the following attributes:
Excellent writing skills: Clients appreciate precise, compelling and elegant communication. Regulators require thorough notes.
Conversational and Engaging: Keeping in touch and scheduling appointments with clients is essential to their success
Well Organized: Several accounts are touched each day. Processes are essential.
Attention to Detail: Mistakes are embarrassing and expensive.
Curious about Personal Finance: Willing to learn.
Adaptable: Technology and regulators are evolving quickly.
Initiative: There is always something to do.
Comfortable with MS Office Suite.
Able to learn proprietary software
Knowledge of personal financial products is an asset.
Job Types: Full-time, Permanent
Salary: $38,000.00-$43,000.00 per year
- 8 hour shift
- Monday to Friday
- Secondary School (preferred)
- receptionist: 1 year (preferred)