Brian Mallard & Associates is Looking for Administrative Assistant Full Time

Salary

$21–$23 an hour

Job type

This is a permanent part-time position with additional time for coverage of vacation and sick days. Pay is dependent on experience.

We are a group of professionals with a passion to see our clients achieve their dreams through service excellence and trusted investment advice. If you are committed to customer service, have high attention to detail, and can multi-task effectively, submit your resume today! Mallard Wealth Advisors is looking for a positive, eager-to-learn Administrative Support Assistant to join our team.

This role is to provide administrative support internally to our Branch Processor and Operations Manager and our Advisors and their teams. The Administrative Support Assistant will be required to perform an array of administrative duties including reception activities, greeting and screening visitors answering and referring inbound telephone calls, creating a hospitable, professional, and welcoming environment, and administrative support duties that may involve frequent interruptions with multiple and sometimes conflicting deadlines and priorities.

Core Competencies to be Successful

• Attention to Detail – Thoroughness and accuracy when accomplishing a task, and the ability to follow instructions. The ability to pick up a project quickly and accurately after interruptions occur.
• Customer Service Orientation –As a front-line employee, the Administrative Support Assistant will present a positive and professional image of the organization to all visitors, clients, suppliers, coworkers, and the general public. Handle all interactions with tact, discretion, confidentiality, and diplomacy.
• Organization & Ability to Multi-task – Exceptional organizational and time management skills will be required to effectively complete multiple tasks and meet multiple deadlines. The capacity to remain calm and composed when under stress or pressure is essential.
• Interpersonal Communication – Must be comfortable and effective in dealing with a range of team members. Should be able to read the audience, managing non-verbal communication, and understanding the context of the situation; all to ensure the message sent is received the way it was intended. Maintain high standards of professional etiquette and superior customer service. Confidentiality is key at all times. Professional appearance and conduct essential.
• Problem-Solving – Requires a strong ability to handle difficult or unexpected situations in the workplace as well as the ability to think quickly, determine the source of the problem, and find an effective solution.
• Accountability & Dependability –Must be adaptable and dependable and have the ability to take ownership of assigned tasks, and complete with minimal supervision or as part of a cohesive team. Perform the duties of the role and be present to support the team and organization. Build trust with coworkers to be counted on to get things done.
• Technical Competencies – Must be proficient in using various software, including Outlook, Word, Excel, PowerPoint and CRM/databases. Must have accurate keyboarding and data-entry skills.

Key Responsibilities & Accountabilities

• Must maintain confidentiality at all times.
• Greet clients in person or on the phone, make them comfortable, and connect them to their desired party.
• Opening new accounts and processing new account documentation. Responsible for filing and maintaining client files and information on appropriate systems, manually and/or electronically.
• Complete Processing Desk duties which include:
• Financial and non-financial transactions.
• Communicates and work with compliance and Advisor teams for any problems that occur

• Complete and process paperwork to process client transfers. Follow up to ensure receipt and with Advisor teams on missing documentation required per regulatory requirements.
• Following up on outstanding documentation for restricted accounts
• Organize all inbound and outbound mail, fax and deliveries ensuring all items get to the necessary party on time.
• Organize, tidy, stock the reception, mailroom and office supply area.
• Coordinate the maintenance of office equipment (photocopiers, postage meter, fax, etc).
• Observe ad report any security issues to the Branch Manager
• Assist with evacuation procedures in the event of an emergency
• Other duties related to overall office administration, branch operations, or Advisor support as required.

Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Mallard Wealth Advisors; however, only those candidates who are selected for an interview will be contacted

Job Types: Part-time, Permanent

Salary: $21.00-$23.00 per hour

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Saskatoon, SK: reliably commute or plan to relocate before starting work (required)

Education:

• Secondary School (preferred)

Experience:

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

Work Location: One location

Application deadline: 2023-03-07