Administrative Assistant

Position: GIC Admin Assistant

Monarch Wealth

With over four decades of supporting extraordinary relationships between investors and advisors, Monarch Wealth is steadfast in its commitment to facilitating that partnership between advisors and investors. providing outstanding service and sound, conflict free wealth management advice for every stage of your life. We are looking for a passionate, professional team player who is eager to join a fast-growing collaborative and interactive team as an Admin Assistant in our GIC Department. This is a full-time position and requires you to be in office Monday-Friday.

Responsibilities:

- Retrieving, logging, and scanning mail

- Greet clients and guests as they arrive at the door

- Handling Financial institution and GIC Agent inquiries

- Receiving GIC maturity instructions from clients over the phone

- Receiving GIC certificates on a daily basis – processing and scanning

- Receiving, logging and mailing GIC maturity cheques from Financial Institutions

- Handling GIC Applications

- Assist team with Adhoc tasks when needed

Skills:

- Excellent verbal and written communication skills

- Strong organizational and time management skills

- Work well in a group setting as well as independently

- Comfortable working in a fast-paced environment

- Friendly and professional; strong interpersonal skills

- Microsoft Office skills

- Attention to details and ability to effectively follow policies and procedures

- Proficient at critical assessment and problem resolution

Qualifications:

- Two years of industry experience, or an equivalent combination of education and experience

- Client services or administrative experience is a plus

- Industry related courses is an asset

- Post secondary education – a college or university degree is an asset

Benefits:

- Free on-site parking

- Casual dress code

- Company events

- Extended healthcare

- RRSP Program

- Assistance with professional development courses

Job Type: Full-time

Salary: $45,000.00-$50,000.00 per year

Benefits:

• Casual dress
• Company events
• Dental care
• Discounted or free food
• Extended health care
• On-site parking
• Paid time off
• Vision care

Schedule:

• Monday to Friday

Work Location: In person