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Assistant Account Administator (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:
Completion of the Canadian Securities Course
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 06-09-2010
Viewed: 113 times
Viewed: 113 times
