Client Services Assistant

Job Title	Junior Administrative Assistant
Company	Assante Financial Management
Branch Location	Downtown Vancouver
Salary	Competitive
Hours/Week	37.5
Applicant Deadline	January 16, 2012

ROLE OUTLINE:

Are you a self-reliant, motivated individual who has a desire to work in the financial services industry? We are a full-service wealth management firm located in downtown Vancouver looking for someone who takes ownership of tasks, exhibits impeccable attention to detail and shows excellent judgment. If this sounds like you, then we have an opportunity that may be right for you.

This is a full-time administrative role with a competitive compensation and benefits package; you will be assisting two senior assistants with their day-to-day operations.

RESPONSIBILITIES:

Assist the senior assistants in the performance of their daily duties
Maintain client files (paper and electronic) for meeting preparation and post-meeting follow-up
Preparing paperwork and data entry of new accounts
Coordinate and follow up on client investment trades with the corporate trading supervisor
Organizing quarterly statement and newsletter mail-outs
Scanning and e-filing client documents and forms
Maintain and update client investment spreadsheets for analysis
Maintain and update the contact management database

QUALIFICATIONS and REQUIREMENTS:

Mutual Fund license – preferred
Proficient knowledge of computer software and programs used in the financial industry, including MS Word, MS Excel, contact management software and back office software
Excellent oral and written communication skills
Work experience in the financial services industry-mandatory
Organizational and administrative skills required to perform activities with varying degrees of priority
Attention to detail and accuracy with handling figures a must
Ability to work well independently and in a team environment
Takes initiative
A positive, upbeat attitude

COMPLEXITIES AND CHALLENGES:

Ensuring accuracy in all activities
Responding to multiple information requests from senior assistants
Responding to changing priorities

CONTACT INFORMATION:

If this position sounds like the job for you, please respond with a cover letter and resume to Tony Morgan at tmorgan@assante.com please quote the position by January 16, 2012. We thank all candidates for their interest and advise that only those under consideration will be contacted.

Name:	Tony Morgan	Email:	tmorgan@assante.com
Phone:		Fax: