Administrative Assistant

Administrative Assistant

IG Wealth Management

Fredericton, NB

What is the opportunity?

Tyler Belyea and Leah Straight of IG Wealth Management require an Administrative Assistant for their Financial Planning Practices. This role requires the ability to prioritize tasks and work under daily deadlines. The assistant will be responsible for providing support in their day to day operations.

What will you do?

• Interact with clients on a daily basis by phone, email and in person.

• Calendar scheduling, and event management.

• Follow-up on client requests and transactions from the previous day to ensure proper settlement and delivery.

• Prepare documentation for client review meetings, and update information.

• Accurately input client trades/transactions.

• Maintaining social media sites.

• Ensure compliance and regulatory administration is up-to-date.

What do you need to succeed?

Must-have

• Strong oral and written communication skills

• Strong organizational skills with ability to multitask

• Professionalism and ability to manage confidential information

• Exceptional attention to detail and mature/positive attitude

• Proficiency in MS office Suite (Outlook, Word, Excel, and PowerPoint)

• Familiarity with social media platforms (Facebook & Linkedin)

Nice-to-have

• Post-secondary education

• Financial services industry experience

• Experience with financial planning software

• Experience with contact management software (Salesforce)

• Customer service experience
• Experience with marketing, social media, and/or editing software

What’s in it for you?

• A structured work week of Monday to Friday, 8:30am to 4:30pm

*

• A semi-hybrid work from home schedule over-time

• Salary is competitive based on skill set

• IG Wealth Management has Group Benefits packages available

• There will be a three-month probationary period

Deadline for applications will be X date, with a tentative start date of X date.

At IG Wealth Management we are committed to putting the best interests and financial needs of our clients at the heart of everything that we do every day.

We thank all those who apply however only those selected for further consideration will be contacted.

Application deadline:

Expected start date:

Job Type: Full-time

Salary: From $38,000.00 per year

Benefits:

• Company events
• Continuous education courses & training opportunities
• Dental care
• Employee assistance program
• Extended health care
• Life insurance
• Free on-site parking
• Vision care

Schedule:

• Monday to Friday
• No weekends

Education:

• Secondary School (preferred)

Experience:

• Administrative assistant: 1 year (preferred)
• Receptionist: 1 year (preferred)

Administrative Duties:

• Scheduling
• Sorting and sending emails
• Answering and routing phone calls
• Managing social media
• Greeting visitors
• Accurately input client trades/transactions.

Job Type: Full-time

Salary: From $38,000.00 per year

Benefits:

• Company events
• Dental care
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• Vision care
• Work from home

Schedule:

• Monday to Friday

Education:

• Secondary School (preferred)

Experience:

• Front desk: 1 year (preferred)
• Administrative experience: 1 year (preferred)

Language:

• English (required)

Ability to Commute:

• Fredericton, NB E3B 3Z2 (required)

Work Location: Hybrid remote in Fredericton, NB E3B 3Z2

Application deadline: 2024-03-01