Description

Great opportunity with an exceptional client based in the Langley area. We are looking for a Finance Administrator. If you have a great attitude, enjoy a fast-paced environment this could be a great opportunity for you!

Duties Include but are not limited to:

1) Professional and pleasant telephone reception;

2) Prefilling Investment/Trade documents with accuracy;

3) Preparing professional letters and correspondence with shareholders;

4) Setting up a regular follow-ups to ensure that packages are returned by shareholders;

5) Confirming receipt of all received packages and acknowledging all client inquiries or questions;

6) Reviewing packages to ensure that all requirements are received in good order;

7) Processing transactions daily

8) Following up regularly on all transactions, non-financial updates, transfers, etc.

9) Investigating and resolving any shareholder account issues in a courteous and timely manner;

10) Scanning and filing all documents and correspondence;

11) Marketing Material Inventory Management;

12) Putting together information packages for distribution;

13) Running internal reports and preparing mail outs or emails to notify shareholders of required action on accounts (ie. Annual RIF Withdrawals, KYC);

14) General Office Duties – Sending and picking up mail, arranging couriers, reviewing courier billing for accuracy, distributing mail and courier received to the team, ordering all office supplies, greeting walk-ins, and assisting as needed.

Requirements

Must Haves:

1) Experienced and established in a previous professional office environment; Finance or Banking industry a major asset

2) A genuine willingness to lend a hand and to take initiative to do so;

3) A professional, courteous and friendly demeanor in person and over the telephone;

4) Excellent attention to detail

If you are looking for growth and this sounds like the position for you, please apply today!

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.5461. All applicants applying for Canadian job openings must be authorized to work in Canada.

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