Assante Private Client, a division of CI Private Counsel LP, is a wealth management firm serving high net worth individuals, families and business owners across Canada. Assante Private Client provides investors with a complete approach to financial advice that incorporates all aspects of wealth management – tax and estate planning, risk management and investment management. For more information, please visit www.assante.com.
POSITION: Private Client Sales & Service Administrator
LOCATION: Calgary, Alberta
We are currently seeking a Private Client Sales & Service Administrator to join our Assante Private Client team. In this role, the successful candidate will be an enthusiastic and positive person with excellent organizational, communication and computer skills, along with the ability to prioritize and manage a complex workload. In addition to administrative duties, the successful candidate will be responsible for providing assistance to advisors with various financial tasks.
WHAT YOU WILL DO
Work with, coordinate, and follow up on work flow with other company departments
Liaise and maintain strong relationships with internal departments (PC admin, Investment Policy (IP) Group, PC trading desk, Managed Solutions), ICs, Wealth Planners, and Custodians (RBC Investor Services, NBIN)
Prepare new account paperwork, trade documents, and verify transaction completion
Prepare expense reports and other important confidential documents
Coordinate, schedule and plan meetings, travel arrangement and other logistical details for the team
Prepare Client related documents, reports, and presentations as required
Maintain various databases, records, and monthly reports
Manage and prioritize email flow
Coordinate and maintain calendars for multiple associates
Ad hoc administrative tasks and special projects as assigned
Investigate account-related problems, recommend, and implement the best-possible agreed-upon solution for the client in a timely manner
WHAT YOU WILL BRING
Minimum of 3 to 4 years of administrative assistant experience;
Experience in a Financial Services environment;
Knowledge of investment products (such as Mutual Funds, RRSP, RRIF, administrative tax knowledge) a must
Strong oral and written communication skills (English & French) complemented by strong interpersonal skills;
Detail-oriented and able to work well under pressure;
Excellent prioritization and organizational skills;
Proactive and customer-oriented attitude; customer focus towards external clients and employees at all levels;
Strong MS Office skills (Word, Excel, Outlook, PowerPoint)
WHAT YOU CAN EXPECT FROM US
Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:
Recognition & Compensation
Training & Development
Health & Well-being
Communication & Feedback
If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking “Apply”.
Only qualified candidates selected for an interview will be contacted.
CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please call 416-364-1145 ext. 4747. If you are contacted by CI regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.