Administrative Professional - Wealth Management

BDO Canada is a firm built on positive relationships with its people and clients, focusing on exceptional service and professional growth. They are seeking an Administrative Professional for their Wealth Management team to perform clerical duties, support staff, and assist with client administration.

Responsibilities

• Perform clerical related duties such as typing correspondence, photocopying, scanning, mass mailings to clients and internal mail delivery within the office
• Data entry related duties while paying close attention to detail
• Collect data and generate reports using a variety of internal systems
• Prepare templated PowerPoint presentations
• Support professional staff and other administrative staff with tasks as requested
• Develop and maintain productive working internal and external relationships
• Assist with the day-to-day wealth client administration
• Administer the file management process to both SharePoint
• Prepare correspondence and reports as required
• Directly support the Wealth Advisory Services leadership team
• Other administrative duties as required

Skills

• You have experience/education focused on Executive Office Administration (or related)
• You have a desire to provide outstanding client service and a commitment to teamwork
• You have proven leadership skills and can take initiative to seek understanding
• You display strong organization, time management, and communication skills
• You have excellent attention to detail
• Proficiency with the Microsoft Office suite is required

Benefits

• Flexible benefits from day one
• Market leading personal time off policy
• Reimbursement for wellness initiatives that fit your lifestyle

Company Overview