This role is responsible for being the primary client contact for non-advice activities, providing dedicated support to one or more Investment Advisors (IA). The CSA supports preparing for client meetings (including Annual Client Reviews) and managing transactions and reporting activities. Responsibilities include interacting with customers, preparing documentation, creating reports, managing leads, reviewing marketing content, adhering to compliance requirements, providing high-level client service, executing tasks related to the Sales and Client Engagement model, providing market quotes, and tracking Dividends, RSPs, and RIFs.
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Position: Administrative Assistant
Shift: 8-4 M-F
Location: Onsite - Victoria, British Columbia
Advantages
Exposure to the bank Wealth, Private Wealth Management (PWM) team that provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.
Responsibilities
• Interacts with customers to provide guidance on a broad range of products / services and identify referral opportunities, based on bank guidelines.
• Prepare documentation and provide updates to IA(s) in preparation for client meetings.
• Create reports for analysis of client accounts.
• Accept/create leads & ensure correct referral coding on Leads.
• Review newly posted marketing content and determine if relevant for clients; submit marketing pieces for approval and compile client information packages.
• Familiarity and adherence to compliance requirements as outlined in PIA’s policies and procedures, including all aspects of new and existing account documentation and marketing materials.
• Provide a high level of Client service for all non-advice activities which includes responding to client requests via phone and email based on knowledge of full service brokerage.
• Deliver a legendary (gold standard) client experience.
• Execute the tasks related to the Sales and Client Engagement model/client segmentation and support 4 Wealth pillars.
• Provide market quotes and track Dividends, RSPs, RIFs.
Qualifications
Participating fully as a member of the team, supporting a positive work environment that promotes service to the business, quality, innovation and teamwork. Proactive. Ability to meet SLA. Excellent verbal and written communication skills, multi-tasking and interpersonal skills. Ability to work independently and manage one’s time. Ability to keep information organized and confidential. Strong customer service skills. 1-3 years of experience. Undergraduate Degree or Community College Diploma is an asset.
Summary
If you are a highly motivated and detail-oriented individual with excellent communication and organizational skills, we encourage you to apply. This is a fantastic opportunity to gain valuable experience in a dynamic and rewarding environment.
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
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This role is responsible for being the primary client contact for non-advice activities, providing dedicated support to one or more Investment Advisors (IA). The CSA supports preparing for client meetings (including Annual Client Reviews) and managing transactions and reporting activities. Responsibilities include interacting with customers, preparing documentation, creating reports, managing leads, reviewing marketing content, adhering to compliance requirements, providing high-level client service, executing tasks related to the Sales and Client Engagement model, providing market quotes, and tracking Dividends, RSPs, and RIFs.
Position: Administrative Assistant
Shift: 8-4 M-F
Location: Onsite - Victoria, British Columbia
Advantages
Exposure to the bank Wealth, Private Wealth Management (PWM) team that provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.
Responsibilities
• Interacts with customers to provide guidance on a broad range of products / services and identify referral opportunities, based on bank guidelines.
• Prepare documentation and provide updates to IA(s) in preparation for client meetings.
...
• Create reports for analysis of client accounts.
• Accept/create leads & ensure correct referral coding on Leads.
• Review newly posted marketing content and determine if relevant for clients; submit marketing pieces for approval and compile client information packages.
• Familiarity and adherence to compliance requirements as outlined in PIA’s policies and procedures, including all aspects of new and existing account documentation and marketing materials.
• Provide a high level of Client service for all non-advice activities which includes responding to client requests via phone and email based on knowledge of full service brokerage.
• Deliver a legendary (gold standard) client experience.
• Execute the tasks related to the Sales and Client Engagement model/client segmentation and support 4 Wealth pillars.
• Provide market quotes and track Dividends, RSPs, RIFs.
Qualifications
Participating fully as a member of the team, supporting a positive work environment that promotes service to the business, quality, innovation and teamwork. Proactive. Ability to meet SLA. Excellent verbal and written communication skills, multi-tasking and interpersonal skills. Ability to work independently and manage one’s time. Ability to keep information organized and confidential. Strong customer service skills. 1-3 years of experience. Undergraduate Degree or Community College Diploma is an asset.
Summary
If you are a highly motivated and detail-oriented individual with excellent communication and organizational skills, we encourage you to apply. This is a fantastic opportunity to gain valuable experience in a dynamic and rewarding environment.
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
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