New Job Sales & Service Administrator In Manitoba

ABOUT US

Assante Private Client, a subsidiary of CI Private Wealth and a CI Financial Company, provides portfolio management and wealth management advisory services exclusively through a national network of financial advisors. Focusing on high net worth individuals and families, the professionals at Assante Private Client offer financial planning, risk management, and estate and tax planning services to our clients, helping them simplify and enhance their lives.

POSITION: Sales and Service Administrator

LOCATION: Winnipeg, MB

STATUS: Full-time

JOB OVERVIEW

We are currently seeking a Sales and Service Administrator to join our Assante Private Client team. In this role, the successful candidate will be an enthusiastic and positive person with excellent organizational, communication and computer skills, along with the ability to prioritize and manage a complex workload. In addition to administrative duties, the successful candidate will be responsible for providing assistance to advisors with various financial tasks.

WHAT YOU WILL DO

• Work with, coordinate, and follow up on work flow with other company departments
• Liaise and maintain strong relationships with internal departments (PC admin, Investment Policy (IP) Group, PC trading desk, Managed Solutions), ICs and Custodians (RBC Investor Services, NBCN)
• Prepare new account paperwork, trade documents, and verify transaction completion
• Prepare expense reports and other important confidential documents
• Coordinate, schedule and plan meetings, travel arrangement and other logistical details for the team
• Prepare Client related documents, reports, and presentations as required
• Maintain various databases, records, and monthly reports
• Manage and prioritize email flow
• Coordinate and maintain calendars for multiple associates
• Ad hoc administrative tasks and special projects as assigned
• Investigate account-related problems, recommend, and implement the best-possible agreed-upon solution for the client in a timely manner

WHAT YOU WILL BRING

• Minimum of 2 to 3 years of administrative assistant experience;
• Experience in a Financial Services environment;
• Knowledge of investment products (such as Mutual Funds, RRSP, RRIF, administrative tax knowledge) a must
• Strong oral and written communication skills complimented by strong interpersonal skills
• Detail-oriented and able to work well under pressure;
• Excellent prioritization and organizational skills;
• Proactive and customer-oriented attitude; customer focus towards external clients and employees at all levels
• Strong MS Office skills (Word, Excel, Outlook, PowerPoint)

WHAT YOU CAN EXPECT FROM US

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

• Recognition & Compensation
• Training & Development
• Health & Well-being
• Communication & Feedback

If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking “Apply”.

Only qualified candidates selected for an interview will be contacted.

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at [email protected], or call 416-364-1145 ext. 4747. If you are contacted by CI regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.

Postings Tags: IND#