Wealth AdministratorGriffith & Associates Financial & Estate Planning Services Ltd • Calgary, Alberta, Canada
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Wealth Administrator
Griffith & Associates Financial & Estate Planning Services Ltd
- Calgary, Alberta, Canada
- Calgary, Alberta, Canada
About
We're after a goer, someone that loves getting stuff done. We are looking for someone with:
Self-motivation - High attention to detail - Excellent time and self-management skills - Reputation of being a team player - Excellent computer skills - Excellent communication skills - Ideally, familiarity with a range of programs such as Salesforce, Microsoft Office and different trading platforms.
Experience Desired:
- Demonstrated high-level initiative and strong organisational skills, with attention to detail and the ability to identify improvements, determine priorities, multi-task and effectively and efficiently meet timeframes.
- Strong interpersonal and communication skills, including strong written skills and the ability to get along with our team.
- Proven experience in investment administration within a busy working environment. Knowledge of Salesforce will be highly regarded.
- Excellence - We love seeing people doing what they are amazing at. Celebrating and uplifting each other's strengths, learning from mistakes and accuracy and attention to detail is prioritised.
- Generosity - We love seeing people and communities thrive. This includes, but is not restricted to, offering funding, helping the disadvantaged and offering employees outstanding work conditions.
- Fun - We get creative when it comes to fun in our world. From planned team gatherings to lunches on the boss, we believe life's too short not to have fun at work.
- Honesty - We care about being real and genuine. Trust, openness and confidentiality between all of our team, members and stakeholders is crucial to us.
- Innovation- Our team works hard to pave out new and improved ways of doing things. We celebrate our team sharing their ideas and challenging the norm so we can be better.
- Reliability - We love getting things done. We keep jobs and projects moving with meetings kept to a minimum. We are a lean team, actioning things efficiently and accurately.
- Health - In a busy online environment, we prioritise and protect the health of our team. We care about setting up healthy work environments and investing into the wellbeing of each other.
- Account opening and transfers.
- Completing 'on behalf of' Trading.
- AWDs/PACs/SWPs/SIPs.
- Transfer tracking.
- Record Keeping for new accounts and account activities.
- Following up with clients for missing documentation or information.
- Compliance/Regulatory.
- Experience working within financial services advisory firm and executing trading orders is required.
- CSC & CPH course completed. OR new CIRO Retail Securities Exam
- Knowledge & experience of industry legislation, rules and requirements.
- Salesforce experience is an asset.
- University degree or College diploma. (preferred but not mandatory).
- Proficiency in MS Word, MS Excel, MS PowerPoint, and a CRM essential.
- Willing to take applicable industry courses and professional development.
- Competitive Salary.
- Health Benefits.
- RRSP Matching.
Languages
- English
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