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Acct. Administrator Assistant (Downtown)
at Human Resources in Toronto
Our client, a prestigious downtown investment firm is seeking the aforementioned to join their team on a permanent, full-time basis. This individual will work as part of the client services team providing assistant to the Account lead. S/he will ensure that all client documents are in good order, compose letters to clients, open/close investment accounts, process account transfers, liaise with key groups within the company to ensure that the best service is provided.
Responsibilities include (but are not limited to):
• Responsible for administrative activities related to assigned clients
• Compose letters ,emails and general client correspondence
• Photocopying, fax bank letters, filing, mailing (use of postage machine/courier) distribute internal mail/cheques
• Work closely with business development personnel and other support staff
• Effectively document and communicate with clients and internal departments
• Directly responsible for providing excellent client service and ensuring all trade instructions are promptly and accurately communicated to the trading area
• Process client investment/withdrawal requests on a daily basis
• Set-up new accounts
• Enter new information in corporate database and update existing client information
• Assist with monthly and quarterly reporting
• Ensure compliance with all company policies and procedures
• Perform other duties as assigned
Qualifications:
• University Degree or equivalent
• One to three years investment industry experience preferred
• Proficient of MS Office (Word, Excel, PowerPoint) and Outlook
• Ability to communicate effectively both oral and written
• Ability to prioritize tasks/projects with minimum supervision
Please email your resume to l.title@tdspersonnel.com
Published at 24-08-2010
Viewed: 103 times
Viewed: 103 times
