Administrative Assistant

Great careers start at IG Wealth Management
Administrative Assistant - Financial Services (Kelowna)

We’re Investors Group – a Canadian leader in providing personal financial planning services, dedicated to building lasting client relationships. This is your opportunity to build a career with a leading organization and dynamic team where you can learn, grow and thrive both personally and professionally.

We are looking for an Administrative Assistant who will take pride in delivering excellence in client service while demonstrating a professional demeanor and detailed administrative and marketing support.

Key Responsibilities

• Answer client inquiries and coordinate meetings in a professional manner
• Provide courteous and professional client service
• Maintain team calendars to ensure all appointments and team meetings are accurately scheduled
• Utilize and maintain client contact management system
• Greet and welcome clients in a friendly manner
• Assist in preparing materials for seminars, newsletters and information packages
• Maintain client database, update contact information for clients and prospects
• Review incoming mail, print reports and distribute accordingly
• Provide outstanding executive support for the Advisors’ schedules, arranging travel, managing and prioritizing phone messages and correspondence

Qualifications/ Skills

• Strong attention to detail and able to effectively prioritize tasks
• Excellent problem solving skills and ability to work independently
• Proficiency in Microsoft Suite, especially Word, Excel and PowerPoint, is required
• Ability to perform under pressure and meet deadlines
• Flexibility and willingness to work additional hours, if needed
• Highly developed interpersonal, written and verbal communication skills
• Strong time management skills
• Ability to multi-task with strong attention to detail and exceptional organizational skills
• Professional with a positive "can-do" attitude, with an outgoing pleasant personality who suits a business environment
• Able to present a polished appearance in a formal business environment
• Self-starter attributes, motivated and hardworking
• Able to work cooperatively with all levels of the team
• Adaptability to work in a constantly changing and highly demanding environment while maintaining confidentiality

This position is Part Time (20 - 30 hrs/wk) with a competitive compensation and benefits package.

If you would like to join our team, please send a resume and covering letter, quoting the position by April 30, 2019 to [email protected]

We thank all candidates for their interest in this position. Only those selected for an interview will be contacted.
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Location:Kelowna, British Columbia
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Post Date:Apr 9, 2019
Exp. Date:May 10, 2019
Listing Type:Private
Ad Number:3779510