Administrative Assistant- Private Wealth Management
About us:
Jackson and Associates PWM is a well-established private wealth management firm under the IG Wealth Management umbrella. For over 42 years, Jackson and Associates has been providing Albertans with world class investments, financial planning and expert advisors. The team has a culture that is focused on celebrating successes and building long lasting relationships. Not only has IG Wealth Management been voted among the top 100 best places to work in Canada, but they truly care about your opinion and their community. If you want to work for an industry leader, with a reputation for delivering excellence, then this position might be right for you.
Position Summary:
Are you an administrative professional with a penchant for precision and professionalism? We are seeking an experienced individual to elevate our office to new heights. Your expertise will be the key to maintaining the tempo of our daily tasks, ensuring accuracy of all documentation and a warm and inviting environment for our clients.
This position is a Hybrid role, your in-office days (1-2 days a week) will be at any of our 4 locations (must be able to travel to all locations.) Joining our team offers the opportunity to work in a dynamic environment that values professionalism, efficiency, and a commitment to delivering exceptional service to our esteemed clientele.
Major Tasks, Responsibilities and Key Accountabilities
- Manage all documentation and coordinate meetings with a meticulous eye for details
- Serve as a point of contact for all clients, in person and over the phone, demonstrating professionalism and warmth
- Review, process and submit all client documents to head office, as well as prepare and maintain digital files with great accuracy and discretion
- Support in planning marketing events, including attending the events (quarterly, in the evening)
- Process business transactions and enter personal data into database with accuracy
- Assist in onboarding new clients, creating an impressionable experience
Qualifications
- 3+ years of previous experience within the financial or legal sector is a plus
- Must provide a valid driver’s license and own a reliable vehicle.
- Experience with Microsoft Office 365 Suite, SalesForce CRM, Advisor Portal, photocopier, and scanner
Education
- Well rounded, deep knowledge of the financial/legal sector OR previous experience working as an assistant to an executive
- Post-secondary education in a related field, or equivalent combination of experience and training
