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Admin Assistant - ideally with Investment industry experience

Location
Vancouver, BC
Details
Contract
5 days ago

 

This is a great contract opportunity for an Administrative Assistant, preferably with solid experience in the investment industry!  The position starts November 1st for 15-21 months, filling in for a maternity leave.  You will be working with an independent, employee owned Vancouver-based investment counsel / portfolio manager that manages over $20 billion in assets on behalf of pension, foundation, corporate and individual clients across Canada. We are seeking an independent and self-motivated individual who is dedicated to client service to become part of their Vancouver Private Client team. This individual is detail-oriented, a problem solver and is able to work under pressure. The successful candidate will work closely with a Portfolio Manager, providing accurate, timely information and service support of the opening, reporting and managing of private client accounts.

Key Responsibilities include: Processing account openings, closings and transfers; liaising with internal parties and consultants to facilitate account activity; preparing mailings, client reports and presentations; maintaining client data records and assisting with event planning.

What You Bring:

  • At least 3-5 years administrative support experience, ideally from the investment industry
  • Exceptional customer service orientation
  • Strong proficiency in Microsoft PowerPoint, Excel and Word
  • Excellent verbal and written communication skills with a professional demeanor
  • Strong organizational and multi-tasking skills
  • Great attention to detail
  • Ability to work well independently and with a team
  • Canadian Securities Course an asset

 

Company offers a very attractive compensation package in the $42-55k range + 3 weeks’ holidays. Please send your resume to the attention of Kristel Rundmann

Category
Administrative Banking, Finance and Insurance