Position Title: Administration Assistant Length of Contract: 3 months Physical Working Location: Vancouver, BC V7X 1L7 Hours of Operation: 8am to 3pm
Job Description
Supports the branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. Works collaboratively within the branch and with business partners.
Coordinates marketing activities on behalf of several Investment Advisors.
Expands the business growth potential of the branch and team through telemarketing and outbound calls as required.
Executes sales and service activities which includes review of reports, follow-up on client inquiries, account maintenance.
Accepts and processes orders over the phone or in person.
Proactively and professionally provides assistance to team members in order to meet client needs and team members’ expectations.
Analyzes data and information to provide insights and recommendations.
Gathers and formats data into regular and ad-hoc reports, and dashboards.
Prepares and vets client / prospect calls lists; tracks progress as required.
Maintains and organizes client database.
Support sales and service objectives by delivering service to the team’s clients (e.g. preparing and maintaining client documentation, administering and maintaining client account files, preparing photocopies, documents, and presentations) to meet or exceed client needs.
Organizes work and information to ensure accuracy and completeness.
Projects a professional and consistent image by adhering to organization’s brand, corporate identity, and standards.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Must haves:
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Basic/intermediate knowledge of investment process and procedures.
Good familiarity technology applications and software used in the financial planning and investment industry.
Verbal & written communication skills – highly professional
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Attention to detail
Previous experience/knowledge of Office 365, Outlook, Teams
Nice to haves:
Previous banking experience
Education:
Post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Interviews:
1st round - in person with HM and Team member - 30 minutes
Potential 2nd round with Advisor
About Us: Established in 2004, SPECTRAFORCE® is one of the largest and fastest-growing diversity-owned staffing firms in the US. The growth of our company is a direct result of our global client service delivery model that is powered by our state-of-the-art A.I. proprietary talent acquisition platform, robust ISO 9001:2015/ISO 27001 certified processes, and strong and passionate client engaged teams. We have built our business by providing talent and project-based solutions, including Contingent, Permanent, and Statement of Work (SOW) services to over 140 clients in the US, Canada, Puerto Rico, Costa Rica, and India. Key industries that we service include Technology, Financial Services, Life Sciences, Healthcare, Telecom, Retail, Utilities and Transportation. SPECTRAFORCE is built on a concept of “human connection,” defined by our branding attitude of NEWJOBPHORIA®, which is the excitement of bringing joy and freedom to the work lifestyle so our people and clients can reach their highest potential. Learn more at: http://www.spectraforce.com
Benefits: SPECTRAFORCE offers a Group Registered Retirement Savings Plan (RRSP) Program to all eligible employees. Additionally, our employee discount program provides exclusive access to thousands of discounts on travel, entertainment, and more. SPECTRAFORCE offers unpaid leave as well as paid sick leave, paid holidays, and paid vacation as required by law.
Equal Opportunity Employer: SPECTRAFORCE is an equal opportunity employer and does not discriminate against any employee or applicant based on race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, disability, conviction for an offence for which a pardon has been granted or in respect of which a record suspension has been ordered, or any other prohibited grounds as identified by provincial or territorial law. Please contact Human Resources at LOA@spectraforce.com if you require reasonable accommodation. At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $21.32/daily.
