FINANCIAL ASSISTANT
Our Client is has an opening for Financial Assistant to join their team. The incumbent should be highly organized and detail oriented. The successful candidate should be a self starter who is focused and committed to performing at a level of excellence. Must have excellent written and oral communication skills and must be able to work independently or in a team environment.
Key Duties:
- Build and maintain one-to-one relationships with clients
- Respond to client inquiries
- Explain various services available
- Client Development
- Update prospect and existing client data
- Execute direct mail programs
- Planning of seminars or other events
- Maintain forms and marketing materials
- Make follow-up calls to acquire or confirm appointments etc.
- Prepare reports for appointments
- Lead: Planning and preparation of daily activities
- Scheduling appointments for Advisor and Investment Associate
- Lead: processing all forms required for new and existing clients,
- Processing deposits
- Processing/open accounts
- Place trades and update files with follow through to completion
- Maintain/update computer database
Qualifications:
- Client Service (Personable, Energy, Pleasant)
- 5-10 years Administrative Experience (high volumes of paper work, follow ups, filing etc.)
- Computer Skills (Contact management systems, internet navigation, Microsoft Office)
- Currently CSC licensed / CSC licensed within 12 months
- Passion and Interest in Finance/Insurance
Ideally, a candidate that has completed the Canadian Securities Course (CSC) is preferred; however, willing to accept applications from candidates who are currently enrolled in the Canadian Securities Course (CSC). If you wish to apply please submit your resume to renee@renhunter.ca and quote reference #: 300611.
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