Financial Services Admin Job in Aspire Investments & Insurance Ltd.

Financial Services Admin

Edmonton, AB, CA, Canada

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Job Description

At Aspire Investments & Insurance Ltd. we are passionate about creating a community of staff and clients who trust in the work we do, and benefit from the results. We are looking to add a dedicated, career-minded person in an investment administration role to support multiple financial advisors at a growing wealth management firm located in Edmonton.

previous experience in the Financial Services industry is preferred for this position

General Duties

Complete digital paperwork and perform data entry tasks accurately and efficiently Manage phone systems, direct inquiries, and providing information to clients Organize and file documents electronically to ensure easy retrieval of information Assist in duties such as scheduling appointments and managing advisor calendars Maintain a clean and organized office environment to promote productivity

Skills

Excellent written and verbal communication skills Proven ability to work both independently and as part of a team Proficient in the use of Microsoft Office (Outlook, Word, Excel, OneDrive, SharePoint) Experience using digital tools such as DocuSign and Salesforce Competent typing skills with attention to detail for document preparation Ability to work well under pressure while maintaining professionalism
If you are passionate about providing exceptional administrative support and thrive in a collaborative environment, we encourage you to apply for this opportunity. Please note due to industry regulation, a criminal record check is required for the successful candidate.

Job Type: Full-time

Pay: $50,000.00-$65,000.00 per year

Application question(s):

How many years have you worked in the Financial Service industry?
Experience:

administrative: 5 years (preferred)
Work Location: In person

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