Administrative Assistant

  • Location: Vancouver
  • Posting Date: March 23, 2021
  • Job Order ID: 449928
  • Consultant: Eric Floyd
  • Industry: Office Admin
MacDonald Search Group is proud to partner with the wealth management division of one of the world's largest banks by market cap in their search for an Administrative Assistant. Supporting a Vice President who is among the leading Portfolio Managers in the country, this is an opportunity to join a driven, hard working team and build a great career!

What you will be doing:
  • Preparing account opening documentation
  • Following up with clients and back office ensuring accurate documentation
  • Preparation of client review materials, reports and correspondence
  • Client record keeping using in house systems
  • Filing and preparing mailings for seminars, newsletters and info packages
Who you are:
  • You have two years experience in an administrative role in the investment industry
  • You have a relevant university degree or diploma
  • You have completed your CHC and CPH (or are working toward completion)
  • Strong skills with Microsoft Office - particularly Excel
  • Strong financial industry knowledge and desire to continue learning
  • Outstanding communication skills, ability to work under pressure, and meet deadlines
  • Ability to work autonomously is key
The successful candidate will receive a generous compensation/benefits/pension/employee share purchase package, ongoing coaching and training, and will be working with a small team that works well together while having the support and security of a world leader in this space. Interested candidates are asked to submit their resumes ASAP!