Administrative Assistant - Gilman Deters Private Wealth
$49,920–$49,920 year
On-siteBritish Columbia, Canada
Job Summary
Manage the Senior Investment Advisor's information and client relationship needs by liaising with clients, responding to requests, and proactively solving problems. Open and process account opening, transfer, and other requests while handling incoming and outgoing phone calls and screening calls. Organize meetings and conference calls, prepare monthly, quarterly, and annual reports, and serve as the office point of contact for building maintenance and workplace requests. Maintain office premises standards for appearance and client requirements. This onsite role in Courtenay, BC supports all activities required by the advisor within a fast-paced environment where attention to detail is paramount.
Required Qualifications
- Minimum of 2-years investment industry experience
- Proficient with Microsoft Office particularly Word, Excel, Publisher, PowerPoint & Outlook
- Proven verbal and written communication skills
- Strong organizational skills
- Meticulous attention to detail
- Superior customer service skills
- Ability to prioritize, multitask, work within time constraints and follow-up
- Ability to work in a team environment and demonstrate a professional and friendly manner
- Professional, detail-oriented, independent, organized, and effective at multi-tasking
- Versatile and capable of performing a variety of tasks
- Attention to detail
- Permanent fulltime opportunity based 100% onsite at our Courtenay, BC office
Desired Qualifications
- Experience working within a professional service industry such as Law, Accounting, Retail Banking, General Business
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