We are looking for a remarkable Administrative Assistant to join our productive team at iA Private Wealth in Columbia, SC.
Growing your career as a Full Time Administrative Assistant is a great opportunity to develop excellent skills.
If you are strong in decision-making, people management and have the right mindset for the job, then apply for the position of Administrative Assistant at iA Private Wealth today!
Administrative Assistant - Financial Services Location : Downtown Vancouver (possible Hybrid with Remote access)
Compensation: • Competitive rate, based on experience
• Benefits upon successful completion of probation period
• Education/ training reimbursement
Organization: This position is part of an Investment Advisor's small team. The successful candidate will work closely with the Investment Advisor and team members. We take great pride in helping our clients realize their financial goals and life dreams. Our philosophy is based on understanding each client's personal situation and goals for financial security. We help our clients develop a realistic financial plan and educate them on making informed financial decisions in building wealth in a tax-effective manner, and to protect themselves and their loved ones through proper contingency planning.
Responsibilities: Administrative Support • Greeting clients on arrival to meetings in office, arranging secured video conference calls
• Compiling all client documentation required for meetings or conference calls
• Creating and maintaining client files and network folders, scanning documents and filing them in the proper hard and electronic files
• Working with various Investment and Insurance Companies and/or websites to obtain information, forms and reports
• Processing client account documentation, following up with the clients on the missing client documentation as per the industry regulatory requirements
• Requesting couriers as needed, maintaining office supplies
• Identifying opportunities to enhance existing processes
• Managing one to two investment advisors schedules
Marketing • Organizing and coordinating client events, by booking venues, scheduling guests, greeting clients, arranging for refreshments etc.
• Updating Advisor's website
• Mail birthday, congratulations, thank you cards, etc.
• Assisting Advisor in creating marketing materials and presentations, updating forms and templates
• Additional responsibilities as assigned (i.e. Booking flight tickets, hotel and restaurant reservations for the Advisor, etc.)
Qualifications: • Relevant post-secondary education with a strong preference for financial programs considered an asset
• 2 years of experience in administrative roles, preferably in the financial services and insurance industry, or a strong desire to learn and work in the financial services industry
• Must be proficient in Microsoft Office: Excel, Word, Outlook, Powerpoint and Adobe Acrobat
• Knowledge of Industry specific software and CRMs considered an asset
Requirements: • Excellent communication and client experience skills
• Exceptional attention to detail, comfortable working with numbers
• Highly organized and efficient, able to prioritize and manage time in a dynamic environment and under pressure
• Good listener and fast learner, able to take direction and follow tasks through to completion
• Proactive and positive, with a good sense of humour
• High level of professionalism
• Discreet and respectful of confidentiality
• Flexible and adaptable, able to work well autonomously and as part of a small team.
Interested candidates are invited to submit their Resume and Cover Letter, stating clearly when and how you learned about this position
We thank all applicants however only those qualified will be contacted.
Benefits of working as a Administrative Assistant in Columbia, SC:
? Learning opportunities
? Company offers career progression opportunities
? Attractive package
