Financial Services Administrative Specialist

Location: Whitby

Enhance client experiences as a Financial Services Administrative Specialist based in Richmond Hill, Ontario. This role requires meticulous documentation management and effective support for Advisors and clients.

Your contribution will include the preparation of client files, maintaining accurate databases, and ensuring compliance with industry standards. Excellent communication and organizational abilities are crucial to resolving inquiries and supporting special projects aimed at improving client services.

Key Responsibilities:

• Manage client documentation and transaction requests

• Ensure accuracy of the client database

• Prepare for and support client meetings

• Follow up on compliance-related tasks monthly

• Collaborate with Accountants for tax-related documents

Requirements:

• College diploma in business or related field

• Familiarity with financial instruments and regulations

• Proficiency in Microsoft Office Suite

• Strong organizational and communication skills

• Commitment to outstanding client service

Bring your detail-oriented approach to a vibrant team environment in Richmond Hill.
#J-18808-Ljbffr