Administrative Assistant I

Job Title: Administrative Assistant I
Location: Calgary, AB (Onsite)
Estimated Duration: 7 Months

Job Profile Summary
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 in preparing for client meetings (including Annual Client Reviews) and managing transactions and reporting activities.
Typical Day-to-Day Responsibilities:  Processing client requests, Payment processing, Opening new accounts  Responding to emails and inquiries etc.
CUSTOMER

• 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 client Leads
• Review newly posted marketing content and determine if relevant for clients; submitmarketing 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

SHAREHOLDER

• Prioritize and manage own workload to meet SLA requirements for service and productivity
• Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
• Protect the interests of the bank – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
• Adhere to internal policies/procedures and applicable regulatory guidelines
• Conduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/policies/ practices
• Use insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectives
• Monitor service, productivity and assess efficiency levels within own function
• Implement continuous process / performance improvements where opportunities exists

EMPLOYEE / TEAM

• Participate fully as a member of the team, support a positive work environment that
• promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
• Support the team by continuously enhancing knowledge / expertise in own area andparticipate in knowledge transfer within the team and business unit
• Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
• Participate in personal performance management and development activities, including cross training within own team
• Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
• Contribute to the success of the team by willingly assisting others in the completion and performance of work activities;
• Contribute to a fair, positive and equitable environment that supports a diverse workforce
• Act as a brand champion for your business area/function and the bank, both internally and/or externally

BREADTH & DEPTH:

• First level service professional requiring detailed knowledge of own direct products /services and key competitors
• Interacts with customers to provide guidance on a broad range of products / services and identify referral opportunities, based on bank guidelines
• Basic understanding of the business developed through education, training and / or experience
• Develops foundational understanding of competitors, target industries and customer segments
• Uses established methods and scripts to understand customer needs
• Performs activities for customer retention and acquisition under direct guidance
• Reports to the Manager of Client Service

MUST-HAVE Hard Skills:

• Banking or financial institution experience
• Customer service experience
• Proficiency in Microsoft Office applications.
• Excellent communication skills

SOFT SKILLS:

• Strong attention to detail and accuracy
• Ability to work independently and manage multiple priorities 

NICE-TO-HAVE

• CSE or CIRE Certification