Job Description:About IG Wealth Management Our goal is to be Canada’s financial partner of choice.For more than 90 years, we have built meaningful, long-term relationships with our clients and their families. Our synchronized approach to financial planning looks at all aspects of a client’s financial life. We take the time to explore all the life goals, financial aspirations, and concerns clients have for themselves and their families, and then follow up with a comprehensive analysis of their overall financial well-being. We know that life is dynamic, so we assess and adjust client plans as their circumstances change. This approach enables them to take advantage of the possibilities that life brings and helps them realize their full financial potential. Today we deliver financial planning and wealth advice to more than one million Canadians coast to coast through our network of financial advisors. This position is located in Downtown Vancouver, British Columbia, Canada. Full-Time Position (Approx 40 hours per week) – With the opportunity to expand and grow your role in the business enterprise. Accountable. Respectful. Hard Working. Innovative. Organized. Ambitious. Naidoo Wealth Management is seeking an Executive Assistant to provide professional administrative support to the Naidoo team while maintaining a high level of confidentiality. You will be working with a team of 3 Financial Planning Professionals that will be expanding for the long term. Here is a glimpse into what your career could look like with us! What you will be responsible for:Provide a high level of customer service that consistently exceeds expectations and enhances the relationship with the client.Evaluate, communicate, record and distribute all incoming and outgoing correspondenceAdministrative & marketing tasks, organization and development of business systemsResponsible for the accurate completion and timely submission of requestsReceive incoming/forwarded phone calls in a professional manner, taking and distributing messages.Maintain strict confidentiality of employee information.Capture and input information, both for presentation and storage, into the appropriate softwareOther administrative duties, as assigned inclusive of: meeting arrangements, minute-taking, filing, invoicing, travel/meeting bookings.Maintain high level of organization and building systems for the practice. High attention to detail and organizational skills are required for this position.Ability to be innovative and create marketing strategy’s to attract new prospective clients. What we need from you: Education · High School Graduate, Preferably a University or College degree Professional1 year+ administrative experience preferred Personal Competencies · Positivity – Our team thrives off of a hardworking positive atmosphere with an enthusiastic attitude Excellent administrative and organizational skills with the ability to prioritize job responsibilities and manage high volumes of information effectively Proficiency with Microsoft Office suite of products, including but not limited to Outlook, Word, Excel Able to deal with people sensitively, tactfully, diplomatically and professionally at all times Demonstrated ability to build and maintain relationships with management, staff, and clients to enhance professionalism and productivity High level of attention to detail required along with strong organizational skills. Needs to be able to handle pressure and time sensitive tasks that require completion with accuracy Shows respect, maintains confidentiality, and honors commitments Strong and highly flexible, solid interpersonal and communication skills, both written and verbal, that allow one to work effectively in a diverse environment Clearly conveys information using the tools necessary, engaging the audience to ensure the message is delivered and understood, creating a positive first impression with confidence and respect What you will get from us: · A positive and exciting environment with opportunity for a long-term / full time career.Competitive salary with opportunities for future growth and responsibility.Be part of a successful and growing business enterprise with like-minded peopleAdvancement for career opportunities along with developing organizational, communication, and sales skills within the wealth management industry. Diversity Naidoo Wealth Management is an equal opportunity employer. We are motivated by the new perspectives diversity can bring to our workforce. Inclusion and advocacy for a diverse organization can bring excellence at all levels of our business. Regardless of race, religion, color, gender, sexual orientation, age, disability or any other factors unrelated to job performance, we are looking for difference makers. Company Description:IG Wealth Management – Naidoo Wealth Management.
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