7 meilleures offres (finance clerk, st. albert, ab) (à pourvoir)

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- De 65 000 $ à 70 000 $ par an
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- Microsoft Powerpoint
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- Microsoft Excel
- Assurance Dentaire
- Congés payés
Postuler rapidement
il y a 11 jours
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Executive/Administrative Assistant to Executive Financial Consultant

IG Wealth Management Prince & Associates
Edmonton, AB

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Détails du poste

Permanent | Temps plein
De 65 000 $ à 70 000 $ par an
Il y a 11 jours

Profil recherché

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Salesforce
Microsoft Office
Expérience administrative
Diplôme d'études secondaires
Sens de l'organisation
Compétences en communication
Travail de bureau

Description complète du poste

About Us:
Prince & Associates Private Wealth Management at IG is a growing, high-performing practice specializing in comprehensive financial planning and wealth management services. We pride ourselves on delivering exceptional client experiences while fostering a positive, collaborative, and growth-oriented workplace culture.

We are seeking an experienced and organized Executive Assistant to provide top-tier support to our Senior Financial Consultant and team. The ideal candidate will play a key role in ensuring the seamless operation of our practice by managing administrative tasks, client interactions, and team coordination.

Responsibilities

Administrative Support

Act as the primary point of contact for all client inquiries, providing a professional and welcoming experience.
Manage and organize the Senior Financial Consultant’s calendar, scheduling client meetings, team reviews, and events.
Oversee document submissions and transactions, ensuring compliance with company standards.
Maintain client files and ensure all documentation is accurate, secure, and up to date.
Prepare meeting agendas, detailed client reports, and monthly progress summaries for the Senior Consultant.

Client Management

Maintain strong relationships with clients, responding to inquiries and proactively addressing their needs.
Coordinate the client onboarding process, including document collection, data entry, and follow-up communications.
Track ongoing client cases, including but not limited to new accounts, transfers, estate files and mortgage applications to ensure smooth and timely completion.
Manage a weekly follow-up system to ensure all client tasks are addressed and resolved.

Team Coordination

Manage and support a team of associates by assigning tasks, monitoring progress, and maintaining accountability.
Organize team meetings and create task schedules to align with client priorities and business goals.
Assist with event organization, such as client appreciation events or seminars.
Serve as the direct liaison between the Senior Consultant and the team, ensuring all priorities are communicated and met.

Process Improvement

Develop and implement efficient processes for tracking client activities, including applications, transactions, and follow-ups.
Provide quality control and ensure all client-related processes adhere to regulatory and company standards.
Support the office’s use of Salesforce and other software tools for accurate data management and reporting.

Qualifications

Minimum 4 years experience in an administrative or executive assistant role (financial services industry preferred).
Strong knowledge of Salesforce, MS Office Suite (Word, Excel, PowerPoint).
Exceptional organizational skills and ability to manage multiple priorities in a fast-paced environment.
Excellent verbal and written communication skills, with a client-focused mindset.
Ability to handle confidential information with discretion and professionalism.
Proactive problem-solver with a strong attention to detail and commitment to accuracy.
Experience managing or coordinating a team is an asset.

What We Offer

A dynamic and collaborative work environment.
Opportunities for professional development and career growth.
Competitive salary and benefits package.
The chance to work with a team that values innovation, efficiency, and client success.

How to Apply:
To apply for this position, please send your resume and a brief cover letter to [email protected] with the subject line “Executive Assistant Application – [Your Name].” Applications will be reviewed on a rolling basis, and only qualified candidates will be contacted for interviews.

Job Types: Full-time, Permanent

Pay: $65,000.00-$70,000.00 per year

Benefits:

Dental care
Extended health care
Paid time off
RRSP match

Flexible language requirement:

French not required

Education:

Secondary School (preferred)

Work Location: In person

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