Financial Administrative Assistant

Lethbridge, AB T1J0N8

Posted: 06/03/2024 Employment Type: Contract Industry: Banking, Insurance and Real Estate Job Number: DC962297521 Pay Rate: $19.23 / hour

Job Description

Select People Solutions is pleased to be working with our investment and insurance client in Lethbridge as they search for a positive and professional Financial Administrative Assistant. Ideal candidates will be detail-oriented individuals who play a crucial role in supporting financial operations. 
Compensation & Hours: 
  • The rate of pay will be $40,000 annually
  • Office Hours Monday – Friday
Position Summary: 
  • Prepare documentation and process transactions as directed by the advisors
  • Assisting in the preparation and maintenance of new accounts, communicating with advisors
  • Deliver a high level of personalized customer service by responding to client and head office inquiries and requests in a timely manner
  • Track the progress of account openings, trades, transfers, and various account maintenance
  • Ensure timely completion of client applications and back-office processes
  • Communicate with advisors, clients, and head office both verbally and in writing to ensure processes run smoothly
  • Provide coverage at the reception desk and administrative duties as requested
Required Qualifications: 
  • 1+ year experience in an administrative role, preferably within the financial services industry
  • Strong aptitude working with numbers and data, including the ability to organize, enter, and process 
  • Strong organizational skills and attention to detail
  • Excellent communication and interpersonal skills
  • Satisfactory credit & criminal record check are required
  • Must have completed or be willing to complete an accredited Mutual fund course such as IFIC, CIFC, or equivalent 
Bonus Points For:  
  • Valid Mutual Fund License preferred 
  • Post Secondary Education in Finance or equivalent
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About Lethbridge, AB

Unlock your career potential in the vibrant city of Lethbridge, Alberta! Explore our job opportunities in this charming community nestled in the heart of southern Alberta's prairies. With its stunning landscapes, including the iconic Oldman River, and a thriving arts scene showcased in the Southern Alberta Art Gallery and the Yates Memorial Centre, Lethbridge offers a perfect blend of work and play. Indulge in the local cuisine, stroll through the picturesque Nikka Yuko Japanese Garden, or catch a game of the Lethbridge Hurricanes at the Enmax Centre. Join us in Lethbridge and discover a world of career growth and fulfillment.