This job is no longer taking applications and is displayed only for reference.
To view current postings please conduct a new search.
Thank you.
The licensed Administrative Assistant will provide quality, efficient and specialized administrative support on multiple and diverse range of assignments. This position will provide dedicated support to an Investment Advisor (IA) or team of IAs and as required to other branch staff. The role will involve a fair degree of complexity and will include but is not limited to the following accountabilities:
Correspondence and assemble documentation for accounts;
Maintain accurate marketing materials, assemble required documentation in advance of sales presentations and assist with marketing mail out activities;
Maintain current knowledge of, and comply with, all compliance regulations, securities laws, risk & confidentiality requirements and the TD Codes of Conduct & Ethics,
Process client applications and transfers in a timely manner;
Execute market orders and respond to client enquiries promptly and accurately;
Verify and correct any errors or omissions in daily transaction summaries;
Ensure satisfactory resolution of client enquiries and take ownership of coordinating responses with other branches/departments as necessary;
Provide market quotes and track Dividends, RSPs, RIFs;
Maintain complete client files and ensure documentation in good order.
Participate fully as a member of the team and contribute to a positive work environment;
Share expertise of position relevant information and any changes discovered.
Other Qualifications/Skills/Experience:
Possess excellent communication skills Proven ability to deliver a high level of client service
Detail oriented and highly organized Ability to work in a fast-paced, dynamic environment.
Proficient with firm software & MS Office Suite
Essential Skills
- Reading text
- Document use
- Numeracy
- Writing
- Oral communication
- Working with others
- Problem solving
- Decision making
- Critical thinking
- Job task planning and organizing
- Finding information
- Computer use
Technical Terminology
- Business
Specific Skills
- Type and proofread correspondence, forms and other documents
- Sort, process and verify applications, receipts and other documents
- Send and receive messages
- Provide general information to clients and the public
- Prepare equipment or software for type of document
- Prepare and format page presentation
- Compile data, statistics and other information
- Receive and forward telephone or electronic enquiries
- Maintain and prepare reports from manual or electronic files, inventories, mailing lists and databases
- Process incoming and outgoing mail manually or electronically
- Prepare invoices and bank deposits
- Order supplies and maintain inventory
- Service office equipment and arrange for servicing in the case of major repairs
- Photocopy and collate documents for distribution, mailing and filing
Work Setting
- Private sector
Area Of Specialization
- Correspondence
Work Conditions and Physical Capabilities
- Work under pressure
- Tight deadlines
- Repetitive tasks
- Combination of sitting, standing, walking
- Sitting for extended periods
Security and Safety
- Criminal record check (abstract)
Own Tools/Equipment
- Office equipment and supplies
- Computer
- Printer
- Internet access
Business Equipment and Computer Applications
- Windows
- Word processing software
- MS PowerPoint
- MS Word
- Excel
- Presentation software
- Internet browser
|
© 2024 SaskJobs. All rights reserved. Privacy Statement | Disclaimer | Copyright | Contact Us | Mobile Site | Site Map |
Email a Friend
Print This Job%20Administrative Assistant (licensed))
