Job Title

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking. Introduction : Prime Hires is seeking a skilled Administrative Assistant I to join our client in support of an existing vacancy. Contract Period: 5 months with potential to extend or convert Pay Rate: $20.41 per hour Location : Courtenay, BC Location Type : 100% Onsite Business Hours: Monday-Friday; 8:00 AM 4:00 PM Job Responsibilities: Interacts with customers to provide guidance on a broad range of products / services and identify referral opportunities, based on bank guidelines. Prepare documentation and provide updates to IA(s) in preparation for client meetings. Create reports for analysis of client accounts. Accept/create leads & ensure correct referral coding on Leads. Review newly posted marketing content and determine if relevant for clients; submit marketing pieces for approval and compile client information packages. Familiarity and adherence to compliance requirements as outlined in PIAs policies and procedures, including all aspects of new and existing account documentation and marketing materials. Provide a high level of Client service for all non-advice activities which includes responding to client requests via phone and email based on knowledge of full-service brokerage. Deliver a legendary (gold standard) client experience. Execute the tasks related to the Sales and Client Engagement model/client segmentation and support 4 Wealth pillars. Provide market quotes and track Dividends, RSPs, RIFs. Experience & Qualification Requirements: Post secondary degree required. 1-2 Years of Administrative Experience. Participating fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork. Proactive & Problem Solver. Ability to meet SLA. Verbal and written communication skills, multi-tasking and interpersonal skills. Ability to work independently and manage ones time. Ability to keep information organized and confidential. Customer service skills. Phone etiquette. Canadian Securities Course (CSC) designation is nice to have. Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements. We use AI technology as part of our application review process to assist with screening and assessment. All applications are also reviewed by our recruitment team.