Branch Assistant
On-site · Moncton, New Brunswick, Canada
Job Summary
Branch Assistant responsible for managing the reception area and providing administrative support to the branch manager and Wood Gundy team. Responsibilities include delivering excellent customer service to clients, supporting branch operations, maintaining client files and compliance standards, engaging with clients to strengthen relationships, aiding in marketing and community outreach activities, and collaborating with the team to connect clients with appropriate opportunities. Key skills include customer service, office administration, prioritization, communication, attention to detail, and a customer-centric mindset. The role emphasizes relationship-building, problem-solving, and delivering a high-quality client experience in a banking/financial services environment.
Required Qualifications
- Degree or diploma in business or related field
- Strong customer service orientation
- Excellent communication and interpersonal skills
- Administrative and organizational abilities
- Ability to comply with policies and maintain client confidentiality
- Collaborative team player
- Willingness to learn and adapt to branch needs
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