Admin - Account Maintenance Analyst - Victoria Location



Advert ID




Job Type




Salary Range

Up to CAD18/hr

No. of Openings


Branch Information

Vancouver, BC - (CAN) 817 West Hastings BC Vancouver , BC V6C 1B2



Job Description

Currently we are hiring for a Admin - Account Maintenance Analyst for one of our leading banking client - Victoria Location.


What is the opportunity?

You will be responsible for assisting the Investment Counsellor and other members of the team in providing daily administration and superior service to high net worth Clients and respective Partners.

What will you do?

* Identify, investigate, and resolve all client inquiries, administrative errors, etc.

* Be a key support to the administrative activities and responsibilities of the team

* Ensure trades are processed accurately and on a timely basis

* Manage all aspects of account opening and documentation and maintain client cash flows and balances

* Maintain records and files and attend client meetings as required.

* Proactively assist with client management of appointments and scheduled meetings / calls

* Stay current with all Policies & Procedures

* Assist other team members and continue to strengthen cross-business working relationships.

What do you need to succeed?


* Advanced proficiency in MS Office ( Excel, Word, PowerPoint)

* Be able to work under high pressure

* Admin/support experience

* Strong communication skills both verbal and written

* Ability to work remotely


* University Degree

* Experience in a similar role in the Investment Industry

* CSC, CIM, and/or CFP Designations

What's in it for you?

* Challenging work

* Variety of assignments

* Financial strength and a strong brand

* Prestige

Management that supports your work and progression.

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