One of our banking clients is looking for an Admin Assistant – Banking exp
Length: 3 months contract with possibility of extension or conversion to a permanent position
Location: Vancouver, BC – Onsite
Hours of Operation: 8am to 3pm
Payrate: $23.7/ hr

JOB DESCRIPTION:
Supports the branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. Works collaboratively within the branch and with business partners.
• Coordinates marketing activities on behalf of several Investment Advisors.
• Expands the business growth potential of the branch and team through telemarketing and outbound calls as required.
• Executes sales and service activities which includes review of reports, follow-up on client inquiries, account maintenance.
• Accepts and processes orders over the phone or in person.
• Proactively and professionally provides assistance to team members in order to meet client needs and team members’ expectations.
• Analyzes data and information to provide insights and recommendations.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Prepares and vets client / prospect calls lists; tracks progress as required.
• Maintains and organizes client database.
• Support sales and service objectives by delivering service to the team’s clients (e.g. preparing and maintaining client documentation, administering and maintaining client account files, preparing photocopies, documents, and presentations) to meet or exceed client needs.
• Organizes work and information to ensure accuracy and completeness.
• Projects a professional and consistent image by adhering to organization’s brand, corporate identity, and standards.
• Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
• Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

MUST HAVES:
• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Basic/intermediate knowledge of investment process and procedures.
• Good familiarity technology applications and software used in the financial planning and investment industry.
• Verbal & written communication skills – highly professional
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.
• Attention to detail
• Previous experience/knowledge of Office 365, Outlook, Teams

NICE TO HAVES:
• Previous banking experience

EDUCATION:
• Post-secondary degree in related field of study desirable or an equivalent combination of education and experience.


URGENT: Please read the job description above. If this interests you, apply to the job with your most updated resume, including your contact number and email address.

The recruiter in charge of this role is Fathiya.

If you do not think you are a match for this opportunity, but know someone who is, feel free to forward this job description to them and you will be eligible for a referral bonus upon a successful hire.

Please note that this is the most up to date version of job description available at this time – During Client Interview you will receive additional information – variance may apply!

Please note: Adherence to our end client’s vaccination policy is a requirement.

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