Administrative Assistant

Position: Full-Time Role as Administrative Assistant
Cindy Boury Private Wealth Management is looking for a full-time Administrative Assistant to join the team in Abbotsford, BC. Support financial advisors and enhance client service through efficient administrative tasks.

Your duties will include managing paperwork, preparing for meetings, and ensuring timely responses to client requests. This full-time role follows a Monday to Friday schedule, from 8:30 AM to 4:30 PM, offering opportunities for personal growth within a supportive environment. Are you ready to take the next step?

Key Responsibilities:

• Manage day-to-day administrative tasks for clients confidentially

• Provide assistance with reports and head office correspondence

• Handle client inquiries via phone and in person

• Update Financial Advisor files and maintain accounts

• Follow-up on security transactions and ensure compliance

Requirements:

• Excellent communication skills, both spoken and written

• Proficient in Microsoft Office applications

• Strong attention to detail and ability to meet deadlines

• Proven customer service and organizational abilities

• Dependable management of confidential client information

Contribute to the success of Cindy Boury Private Wealth Management while expanding your administrative skills in this vital role.
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