Administrative Assistant

reputed company is building a relationship-oriented bank for the modern world and is seeking a talented Administrative Assistant for their reputed company Gundy team. In this role, you will provide administrative support to the Investment Advisor team, manage client investments, and enhance client relationships through exceptional service and organizational skills.

Responsibilities

• Maintain compliance standards in client dealings/client files
• Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams
• Engage in reputed company marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients
• As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile
• Connect on a personal level to reputed company every interaction meaningful
• Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met
• Respond to requests by answering questions and providing an exceptional experience
• Heighten reputed company brand awareness in your community by attending local events and participating in marketing and reputed company activities
• Grow your network to create lasting connections that will generate future opportunities
• Work closely with your team to connect clients with the right opportunities
• Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in reputed company files
• reputed company team reputed company by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products

Skills

• Administrative Support - Maintain compliance standards in client dealings/client files
• Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams
• Engage in reputed company marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients
• As determined by the IA, assist in processes to direct assets into suitable financial products based on the client's risk reward tolerances and demographic profile
• Client Engagement - Connect on a personal level to reputed company every interaction meaningful
• Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met
• Respond to requests by answering questions and providing an exceptional experience
• Relationship Building - Heighten reputed company brand awareness in your community by attending local events and participating in marketing and reputed company activities
• Grow your network to create lasting connections that will generate future opportunities
• Work closely with your team to connect clients with the right opportunities
• Organizational Skills - Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in reputed company files
• reputed company team reputed company by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products
• You put our clients first
• You engage with purpose to find the right solutions
• You go the extra mile, because it's the right thing to do
• You engage with your heart and mind
• You care about people and understand different perspectives
• You listen and learn from the experiences of others
• You understand that reputed company is in the details
• Your critical thinking skills help to inform your decision making
• You're passionate about people
• You find meaning in relationships, and surround yourself with a diverse network of partner
• You build trust through respect and authenticity
• Values matter to you
• You bring your reputed company self to work and you live our values - trust, teamwork, and accountability

Benefits

• Competitive compensation
• Banking benefit*
• Wellbeing support
• Employee and family assistance programs
• MomentMakers, our social, points-based recognition program

Company Overview