About this role
Job Summary
Our Administrative Assistant will play a critical role by providing direct support for the day to day operations of Management team of Nour Private Wealth. You will be accountable for managing schedules, departmental events, financial services support, exceptional client and advisor service and executive correspondence to ensure the effectiveness of the executive leadership team. In addition, you will maintain calendars, coordinate travel arrangements, maintain, and organize files, prepare correspondence and other presentation materials, documents, transfers, and reports.
Job Type / Category
- Calendar management including prioritizing scheduling and managing conflicts. Also provide support in organizing meetings
- Proactively manage complex travel arrangements/itinerary, ensuring seamless travel and efficient use of budgeting and resources.
- Execution of high-quality correspondence, document, and reports, giving attention to detail; proactively seek opportunities to provide additional value-added service to ensure all established deadlines/commitments are met
- Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions
- Ensure relevant information is assembled and prepared for meetings. (Client documents)
- Within established guidelines, communicate via email and telephone to both internal staff and clients on behalf of the executive. Examples could include arranging meetings, off-site events, and resolution of routine issues
- Set up and coordinate, staff meetings, management meetings
- Preparation of new/existing client documents, opening client accounts and transfers.
- Answering phones and responding to advisor requests and enquiries.
- Drafting and mailing customer correspondence and newsletters.
- Creating/Preparing branch events such as, booking a meeting place, dealing with vendors, menus and coordinating with Nour Private Wealth team members
Required Education, Skills and Qualification
- Degree in business administration, or a related field preferred.
- 2+ years of experience in Operations or Administration or in a similar position.
- Detail-oriented, problem-solving and ability to multitask
- Ability to maintain the highest level of confidentiality
- Excellent verbal and written communications
- Superior organizational skills specifically around calendar management, scheduling, ability to organize, plan, and schedule activities.
- Strong interpersonal relationship skills in working effectively with various levels of staff, including senior management and executives; ability to work as a team member.
- Sound judgement in decision making; strong problem-solving skills and ability to multi-task, prioritize and work independently under tight deadlines in a fast-paced environment
- MS Office (Word, Excel, Outlook) proficiency; Intranet and Internet navigating and research skills, google and CRM software.
- Work in a fast-paced environment
- Fluent in English, French an asset
Company Profile
As a financial firm, we thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients succeed. We care about each other, reaching our potential, making a difference to our communities and achieving success that is mutual.
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
Salary
Salary based on experience and commensurate with the marketplace.
Job Type
Full-time
Inclusion and Equal Opportunity Employment
Nour Private Wealth is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans? status, Aboriginal/Native American status, or any other legally protected factors. Disability-rel