IL
Administrative Assistant
ICONMA, LLC
🇨🇦 Canada
On-site
4 weeks ago
$13.01 – $16.36 / hour
- Risk Management
- Microsoft Office Applications
4 weeks ago
Not enough detail in this posting to match
Responsibilities:
- Customer
- 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 Client 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
- Shareholder
- Prioritize and manage own workload to meet SLA requirements for service and productivity
- Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
- Protect the interests of the bank – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
- Adhere to internal policies/procedures and applicable regulatory guidelines
- Conduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/policies/ practices
- Use insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectives
- Monitor service, productivity and assess efficiency levels within own function
- Implement continuous process / performance improvements where opportunities exists
- Employee / Team
- Participate fully as a member of the team, support a positive work environment that
- promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
- Support the team by continuously enhancing knowledge / expertise in own area and
- participate in knowledge transfer within the team and business unit
- Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
- Participate in personal performance management and development activities, including cross training within own team
- Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
- Contribute to the success of the team by willingly assisting others in the completion and performance of work activities;
- Contribute to a fair, positive and equitable environment that supports a diverse workforce
- Act as a brand champion for your business area/function and the bank, both internally and/or externally
- Breadth & Depth:
- First level service professional requiring detailed knowledge of own direct products /services and key competitors
- Interacts with customers to provide guidance on a broad range of products / services and identify referral opportunities, based on bank guidelines
- Basic understanding of the business developed through education, training and / or experience
- Develops foundational understanding of competitors, target industries and customer segments
- Uses established methods and scripts to understand customer needs
- Performs activities for customer retention and acquisition under direct guidance
- Reports to the Manager of Client Service
Requirements:
- Banking or financial institution experience
- Customer service experience
- Proficiency in Microsoft Office applications.
- Excellent communication skills
- Soft skills:
- Strong attention to detail and accuracy
- Ability to work independently and manage multiple priorities
- Nice-To-Have
- CSE or CIRE Certification
Why Should You Apply?
- Health Benefits
- Referral Program
- Excellent growth and advancement opportunities
Administrative Assistant · ICONMA, LLC