Description

Great opportunity for a Senior Administrator/Executive Assistant to join a fabulous, team oriented organization within the Investment Industry. This position reports/supports the Portfolio Manager. Great opportunity for someone who wants to work for a stable organization long-term.

Responsibilities:

• Schedule client meetings using calendar
• Sit at reception and greet all visitors
• Respond to client’s inquiries via email and telephone
• Manage client information using CRM software
• Ensure client paperwork is up to date and compliant
• Set up and prepare for client review meetings including boardroom setup and cleanup
• Assist in client paperwork and processing related to investment accounts
• General administration & reception duties
• Produce a variety of reports and statements as requested
• Draft correspondence to clients
• Coordinate travel arrangements as required
• Assist in collation and distribution of reports
• Complete miscellaneous tasks & projects as required

Requirements:

• Proficiency in MS Office including Word, Excel and Outlook
• Strong written and verbal communication skills
• Pleasant telephone manner
• Ability to multi-task while remaining organized
• Strong attention to detail
• Minimum of 2 years administrative experience preferably with a financial institution

If you would like to learn more about this opportunity, please apply now! This is NOT a remote position and is based in-office full-time. Thank you for your interest