Overview
Branch Administrator Jobs in North Bay, ON at Assante Wealth Management
Full job description
Assante Wealth Management at 101 McIntyre, is seeking an enthusiastic, positive, and highly organized individual, who has exceptional office administration, and client service skills to join our team in one of Canada’s leading wealth management firms. The successful applicant will perform reception duties and provide administrative support to our team of financial planning advisors.
Summary of Role:
Full-time, permanent position. Monday to Friday, 8:30 – 5:00 pm
Duties include investment order entry and control, maintenance of files and office supplies, reception and related tasks, run/maintain various databases, contact management systems and reports, and providing support to our team of financial planning advisors.
Experience and Qualifications:
Detail-oriented, flexible to changing priorities, works well with others
Highly organizational and time management skills
Excellent written and verbal communication skills
Ability to act with discretion and good judgement, in a confidential environment
Excellent working knowledge of MS Office (Excel, Word, Outlook) and Client Relationship Management Software (Salesforce), Box, and Docusign
Post Secondary Education from Administration or Business-related studies preferred; minimum high school graduate (or equivalent)
3-5 years of related experience in an administrative/office environment
Industry knowledge/experience considered a strong asset, or a familiarity with financial markets/products, with a keen willingness to learn
Benefits:
Comprehensive benefit package
Life & Disability Insurance
Retirement plan
Please apply to:
Assante Wealth Management
Attention: Sara Moynan
101 McIntyre Street West, 4th Floor
North Bay, ON P1B 2Y5
We thank all applicants for their interest, however, only those selected for an interview will be contacted.
Job Types: Full-time, Permanent
Schedule:
Monday to Friday
Work Location: In person
Title: Branch Administrator
Company: Assante Wealth Management
Location: North Bay, ON
Category:
