Executive Assistant - Client Services (Financial)

  • Category
    Accounting & Finance - Investments
  • Job type
    Direct Hire
  • Location
    Mississauga, Ontario

EA – Client Services (Financial Industry)
 

Our client, a Wealth Management firm, is currently seeking an experienced Executive Assistant in their Client Services department, located at Mississauga, ON.  You will be working solely with one practice and interacting directly with the owner, providing front line client interaction and service, as well as advisor support in the areas of financial administration and business growth.

 

Executive Assistant – Client Services: Responsibilities

 

  • Handle client account administration, including client queries and requests
  • Responsible for account transactions, documentation and order entry
  • Provide office managerial support to ensure a process driven practice resulting in an efficient and effective operation
  • Complete all client meeting follow-up activities
  • Schedule and confirm all client appointments
  • Responsible for ensuring all databases are updated and maintained
  • Research information to prepare special reports as required
  • Advise and assist with the preparation and coordination of presentations, proposals and other growth initiatives
  • Prepare materials and financial reports for client meetings

 

Executive Assistant – Client Services: Qualifications
 

  • Minimum of 3 years related experience in an administrative role.
  • Financial Services or Accounting background preferred.
  • Post-Secondary education or equivalent commensuration of education and experience.
  • Strong math, analytical and problem-solving abilities.
  • Demonstrated strong interpersonal and written communications skills.
  • Good working knowledge of Microsoft Windows (Excel, Word and PowerPoint).
  • Strong administrative skills, accuracy and attention to detail.
  • Strong planning, time management, organizational skills, and the ability to prioritize effectively.
  • Completion of IFIC or CSC course would be an asset.

 

If you are interested in this Executive Assistant – Client Services opportunity in Mississauga, ON, please click the “apply now” button below.  Also, please visit our Adecco.ca website to check out other opportunities currently available. 

 

B0517

  • Apply with Adecco

Reference number CA_EN_1_020517_1242550

Accommodation will be provided in all parts of the hiring process as required under Adecco’s Employment Accommodation policy. Applicants will need to make their needs known in advance to their Adecco representative.

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