Company Description

Https://BrandiSakalukFinancial.ca visit for more information.

Role Description

This is a full-time hybrid role for an Administrative Assistant at Brandi Sakaluk Financial Group located in Killam, AB, with flexibility for some remote work. The Administrative Assistant is responsible for providing administrative and clerical support to the team, performing various administrative tasks, including managing phone calls and emails, scheduling appointments, and organizing files. The Administrative Assistant should possess outstanding organizational, time-management, and communication skills, be able to work effectively in a team, and prioritize effectively in a fast-paced environment.

Qualifications:

Background and Criminal record check
Organization skills
Quick typing skills
Attention to detail
Computer savvy
Confidentiality
Thoroughness
Data entry experience or related office experience
Post-secondary degree in Business, Economics, or commerce
Administrative experience of no less than 5 years
Proven organizational skills and prioritization experience

Duties and Responsibilities:

Provide an effective reception and telephone service.
Overseeing the daily and routine tasks of incoming correspondence & requests, assigning priority levels and ensuring tasks are completed within the allocated timeframe
Maintaining an efficient filing system
Contribute to the team effort.
Accept forms from clients
Book client appointments
Provide account status updates such as confirming current balances or trade completion
Distribute client brochures, fund performance updates and promotional materials
Conduct trade processing through systems once instructions have been received from the advisor
Complete paperwork by transposing information provided by the advisor or found in client files
Send money from an account that has a cash position
Promote seminars and learning topics.
Respond to client's questions in a timely manner.
Ensure tasks complete in line with deadline
Prepare client files for upcoming meetings, including regulatory requirements, paperwork and research for new business
Ensure clients are contacted for outstanding information and paperwork
Maintain client information and contact schedules.
Processing paperwork derived from client requests and meetings. Following up on a timely basis to ensure all tasks are completed
Liaising with staff, Managers and external customers/clients to ensure the above tasks are completed effectively.

Hours & Location:

On-site - equipment is provided
Remote available - must provide all equipment and agree to installation of security programs and monitoring
Full-time
Either set hours or averaging contract available

Advancement Qualifications:

Canadian Securities Course
Conduct & Practices Handbook
Wealth Management Essentials (within 3 years of licensing)

Acknowledgement & Agreement

The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessitated by your changing role within the organization and the overall business objectives of the organization.

How to ApplyCriteria Assessment Center

In order to demonstrate your abilities fairly and objectively, please upload your resume & cover letter, take the assessments and complete a recorded video interview, at:

Only applicants who have completed this assessment and video interview will be considered for the position. We will invite qualified applicants only to proceed in this process, including a live interview.

Brandi Sakaluk Financial Group

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