Job Title: Administrative Assistant I
Location: Courtenay, BC (Onsite)
Estimated Duration: 5 Months
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.
- 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 Client 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 HAVE:
- 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
The pay range that the employer reasonably expects to pay for this position is between CA$18.00 and CA$22.00
Our voluntary benefits offering includes medical, dental, vision and retirement benefits.
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Tundra Technical Solutions is a global workforce and technology delivery firm, ranked by Staffing Industry Analysts as one of the largest in North America. At Tundra, we aren't just hiring top talent at the world's most recognizable brands; we are pioneers of social recruitment. We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or other legally protected characteristics. We welcome and encourage diversity in the workplace.
We use artificial intelligence tools to help our recruiters screen and assess talent. These tools do not replace human decision making in the process.
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