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administrative assistant
Posted on December 12, 2024 by Employer details IG PRIVATE WEALTH MANAGEMENT
Job details
1. Answering phone calls and emails from clients. Scheduling and confirming client meetings. Managing client inquiries and directing them to appropriate financial advisors. 2. Ordering office supplies and managing inventory. Maintaining office equipment and arranging repairs as needed. Organizing and maintaining files, records, and databases. Light office cleaning.3. Preparing and editing correspondence, reports, and presentations. Managing calendars and scheduling appointments for financial advisors. 4. Assisting with the preparation and processing of financial documents. Maintaining client files and ensuring accuracy and confidentiality. Coordinating document signatures and follow-ups with clients. Processing transactions in accordance with our compliance protocols.5. Planning and coordinating office events and client appreciation events. Assisting with marketing and promotional activities related to events. 6. Ensuring all client documentation complies with regulatory requirements. Assisting in the preparation and submission of compliance reports. Keeping up to date with industry regulations and best practices.7. Proficiency with office software and financial advisory tools. Assisting with IT support and troubleshooting for office equipment. Updating and managing data in customer relationship management (CRM) systems.8. Assisting with basic bookkeeping tasks and invoice processing. The successful applicant will have the following qualifications and competencies: Effective verbal and written communication skillsTeam player with confidence to work independentlyStrong customer service skillsAble to work with strong attention to detailAbility to work independently with minimal supervisionAble to deal with clients sensitively and professionally at all times while maintaining strict confidentialityKnowledge of general office procedures Only the applicants selected for interviews will be contacted.- LocationHumboldt, SK
- Workplace information On site
- SalaryTo Be Negotiated
- Terms of employment Part time
- Starts as soon as possible
- Source SaskJobs #1389859
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