Position Title: Administrative Assistant Duration: 5+ Months Location: Lerwick Road, Courtenay (Onsite) Schedule: Mon- Fri (8 AM - 4 PM)
Job Description: This role is responsible for being the primary client contact for non-advice activities, providing dedicated support to one or more Investment Advisors (IA). The CSA supports preparing for client meetings (including Annual Client Reviews) and managing transactions and reporting activities.
Roles and Responsibilities:
Interacts with customers to provide guidance on a broad range of products / services and identify referral opportunities, based on bank guidelines
Prepare documentation and provide updates to IA(s) in preparation for client meetings
Create reports for analysis of client accounts
Accept/create leads & ensure correct referral coding on bank Leads
Review newly posted marketing content and determine if relevant for clients; submit marketing pieces for approval and compile client information packages
Familiarity and adherence to compliance requirements as outlined in PIA’s policies and procedures, including all aspects of new and existing account documentation and marketing materials
Provide a high level of Client service for all non-advice activities which includes responding to client requests via phone and email based on knowledge of full service brokerage
Deliver a legendary (gold standard) client experience
Execute the tasks related to the Sales and Client Engagement model/client segmentation and support 4 Wealth pillars
Provide market quotes and track Dividends, RSPs, RIFs
Must Haves:
Participating fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork
Proactive
Ability to meet SLA
Verbal and written communication skills, multi-tasking and interpersonal skills.
Ability to work independently and manage one’s time
Ability to keep information organized and confidential
Customer service skills
Phone etiquette
Nice to have:
CSC
Education:
Undergraduate Degree or Community College Diploma is an asset
Applicant Notices & Disclaimers
For information on benefits, equal opportunity employment, and location-specific applicant notices, click here
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: $ 17.85/daily.
