Administrative Assistant – Investments

Job summary

The role involves providing comprehensive administrative support for investment operations, including managing client meetings and processing account transactions. The assistant is also responsible for maintaining accurate client records while ensuring full compliance with regulatory and internal policies.

Job details

Administrative Assistant, Investments Build your career in the banking industry within a dynamic professional environment where you will contribute to smooth operations and an outstanding client experience. Enjoy a permanent daytime position, a 37.5-hour workweek, comprehensive benefits, and a generous paid time off package in a collaborative workplace. What is in it for you: • Annual salary of 60K-70K. • Permanent daytime position. • 37.5-hour work week. • On-site work, 5 days per week. • Start time of 8:00 am, 8:30 am, or 9:00 am, depending on team needs. • Comprehensive benefits package. • Retirement plan after 6 months of service. • Employee share ownership program. • Employee wellness program. • Access to TELUS Health services. • 16 vacation days per year. • 5 personal days. • 10 paid sick days. • Reimbursement of job-related training expenses. Responsibilities: • Promote a client-focused culture and help build long-term client relationships. • Coordinate client meetings, including booking meeting rooms, preparing documentation, managing schedule changes, organizing seminars, welcoming participants, coordinating refreshments, following up after meetings, and entering meeting notes into the contact management system. • Process client requests, including account transfers, deposits, withdrawals, payments, tax receipt requests, and account statements. • Respond promptly to client inquiries and escalate matters when appropriate. • Deliver efficient administrative support by following up on regulatory documentation, maintaining up-to-date client records, and verifying daily transactions and system entries for accuracy. • Resolve client operational issues accurately and efficiently, issue instructions for withdrawals, deposits, transfers, and other transactions according to established guidelines, and ensure all interactions are properly documented. • Understand the documentation requirements for various client account types. • Contribute to the team's success by building effective working relationships with internal stakeholders while maintaining a high level of client service. • Comply with regulatory requirements, as well as internal policies and procedures. • Perform duties in accordance with ethical standards, internal controls, and operational risk, compliance, anti-money laundering (AML), anti-terrorist financing (ATF), and conduct risk requirements. • Foster a productive and inclusive work environment. What you will need to succeed: • Postsecondary education. • Professional designation. • 5 years of experience in a similar role. • Bilingual in English and French to provide client service, respond to inquiries, coordinate meetings, process client files, and communicate effectively with clients and stakeholders in both languages. • Excellent verbal and written communication skills. • Strong organizational skills. • Ability to take initiative. • Ability to work independently. • Ability to meet deadlines. Why Recruit Action? Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.

What you’ll do

The role involves providing comprehensive administrative support for investment operations, including managing client meetings and processing account transactions. The assistant is also responsible for maintaining accurate client records while ensuring full compliance with regulatory and internal policies.

Requirements

Candidates must possess postsecondary education, a professional designation, and at least 5 years of relevant experience. Proficiency in both English and French is required to effectively serve clients and manage documentation.

Benefits

• Comprehensive benefits package • Retirement plan • Employee share ownership program • Employee wellness program • TELUS Health services • Paid vacation • Personal days • Paid sick days • Reimbursement of job-related training expenses

Listed skills

• Regulatory Compliance · Preferred
• Administrative Support · Preferred
• Attention to detail · Preferred
• Account Management · Preferred
• Data entry · Preferred
• Communication Skills · Preferred
• scheduling · Preferred
• Client Relationship Management · Preferred
• Conflict Resolution · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Administrative support
• Client relationship management
• Investment operations
• Bilingualism
• Regulatory compliance
• Data entry
• Scheduling
• Account management
• Communication skills
• Organizational skills
• Attention to detail
• Anti-money laundering
• Anti-terrorist financing
• Conflict resolution
• Documentation management
• Regulatory Documents
• Administrative Support
• Workplace Inclusivity
• Organizational Skills
• Ability To Meet Deadlines
• Time Off Management
• Bilingual (French/English)
• Ethical Standards And Conduct
• Artificial Intelligence
• Deposit Accounts
• Banking
• Multilingualism
• Internal Controls
• Investments
• Customer Service
• Communication
• Contact Management Systems
• Operational Risk
• Operations
• Proactivity
• Workplace Wellness
• Anti Money Laundering

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support
• Investment Administrator
• Office / Administrative Assistant (General)
• Administrative and Executive Secretaries
• Secretaries and Administrative Assistants, Except Legal, Medical, and Executive