Key Support Role In this role, you will be responsible for delivering exceptional administrative services and contributing to the success of the Financial Advisory team. We seek an accomplished administrator with strong organizational skills, effective communication abilities, and a commitment to prioritizing client needs. Coordinate and maintain all documentation, records, and files; Develop professional documents and reports; Respond promptly to client inquiries; Provide ongoing administrative support to clients and internal teams; Foster open communication among departmental stakeholders; Ensure seamless maintenance of CRM systems; Oversee our WOW service client initiative; Plan and execute targeted social media campaigns. Benefits Package: Flexible work arrangements and schedules; An attractive remuneration package with health benefits, retirement savings plan matching, employee stock purchase option, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and other perks; Ongoing career development and learning opportunities; Chances for advancement within the organization and community involvement. Essential Qualifications: At least 2 years of administration experience; Degree from a recognized post-secondary institution; Proficiency in MS Office applications and business software; Experience utilizing social media platforms; Strong analytical and problem-solving capabilities; Capacity to learn independently; Self-motivated individual with a proactive attitude; Meticulous attention to detail; Effective time management and multitasking skills; Team-oriented approach and professionalism. Desirable Skills: Prior experience with CRM software; Completion of the Canadian Securities Course. Organizational Values: We foster diversity, equity, and inclusion; We celebrate individuality, acknowledging each Associate''s unique background and experiences; We promote collaboration, teamwork, and customer-centric decision-making; We strive for continuous improvement and innovation; We guarantee equal opportunities for all applicants.
Job Title
Administrative Support Professional