Assante Capital Managment
CI Assante Wealth Management is a national wealth management company comprised of advisors that provide wealth planning services to clients across Canada.
The CI Assante Wealth Management office in Regina is seeking a full-time, permanent Administrative Assistant for one of their advisory teams. This person will be a key point of contact for our clients, thus must have exceptional communication skills.
The successful candidate will have a Bachelor of Finance, be a self-starter with keen attention to detail and proficient with all Microsoft software systems. In addition to providing a warm welcome to clients and a variety of administrative duties, most of the work in this position will be preparing forms, processing investment transactions, communicating with head office, maintaining a variety of spreadsheets, and preparing investment statements.
Previous experience in the finance and/or accounting industry would be an asset but is not required. Our team will provide hands-on training and mentorship, knowing that the success of each team member leads to the success of the whole team. We have a process-driven business in order to provide excellent customer service. The ability to prioritize and manage a variety of tasks and a willingness to learn will help the ideal candidate to thrive in this position.
The successful candidate will start work with a challenging position that may lead to an exciting career with opportunities for growth and advancement.
Our core values include integrity, excellence, and work-life balance. These values are lived each day both in the office and out in the community.
Compensation is negotiable and will be based on education and experience.
Job Types: Full-time, Permanent
- 8 hour shift
Work Location: In person
To apply for this job please visit ca.indeed.com.