Overview
Administrative Assistant Jobs in Victoria, British Columbia, Canada at Prime Hires
Title: Administrative Assistant
Company: Prime Hires
Location: Victoria, British Columbia, Canada
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.
Introduction: Prime Hires is seeking a skilled Administrative Assistant to join our client.
Contract Period: 12 months with potential to extend or convert
Pay Rate: $20.47 per hour
Location: Victoria, BC
Location Type: Onsite
Business Hours: Monday to Friday; 8 AM to 4 PM
Job Responsibilities:
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 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 PIAs 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
Experience & Qualification Requirements:
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
****ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS****
How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.
Prime Hires & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Prime Hires is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.
