Team Lead

COMPANY:	Assante Capital Management
SALARY
HOURS/WEEK	Full time
BRANCH LOCATION:	Calgary, AB
APPLICANT DEADLINE:	24 April 2010

ROLE OUTLINE:

Business Administration Team Lead / Licensed Investment Assistant needed for a successful investment and financial planning practice. Support an executive planner, manage and execute operations, and lead a team of administrative assistants.

RESPONSIBILITIES:

Executive administration support responsibilities includes ‘hands-on’ client data administration (preparation, processing, reporting), investment research (financial plans and retirement projections), and general executive assistance.

Operations responsibilities include applying and optimizing current operational workflows required of data administration, manage quality control of client services, processing paperwork and executing trades, train and mentor administration staff, and general office and business management.

QUALIFICATIONS and REQUIREMENTS:

Must be highly task and detailed-oriented, organized, analytical, and adaptable in a polished and professional high-production environment.

Required: A post-secondary education with 5+ years of office administration experience, financial services experience, and (future) be IIROC / IDA licensed

Beneficial: Canadian Securities Course (CSC), mutual fund courses (eg. IFIC) , and financial planning course (eg. CFP courses). Experience at a mutual fund dealer firm (MFDA) very valuable.

CONTACT INFORMATION:

Name:	Bert Hettinga	Email:	bhettinga@assante.com
Phone:	403-277-2683	Fax:

We appreciate your interest. However, only those under consideration will be contacted.