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Branch Assistant

Employment Status
Permanent Full-Time
Charlottetown, PEI
Reporting To
Team Lead and Branch Management
Job Id
CHAR - 002
Job Level
Seniority Level
Position Overview

Receptionist in professional office setting, assist with branch administrative functions and to assist advisory team with documentation and team administration.

Duties & Responsibilities

Reception functions:

  • Receive, greet, and direct calls and clients
  • Sort and distribute incoming mail
  • Assist to coordinate branch and client meetings, set up boardrooms
  • Accounts payable
  • Order office and kitchen supplies and monitor inventory

Branch functions:

  • Receiving and processing cheques
  • Assist the Branch Administrator in monitoring compliance items
  • New account documentation, recorded and couriered to head office
  • Back up to the Branch Administrator
  • Additional duties as per assigned

Assistant to Investment Advisor functions:

  • Acquire expert knowledge of the documentation process and liaise with back-office staff
  • Assist Investment Advisors with a range of administrative support
  • Answer phones, client inquiries and email client communication
  • Process client banking related transactions
  • Assist with special projects as required
  • Aid in the planning and coordinating of client events
  • Update and open client accounts
  • Backup ensuring transactions are processed on a timely manner
  • Liaise with marketing department
  • Client service-related activities
    • Additional duties as needed
Skills & Qualifications
  • One to three years working experience or education in administration
  • Eager to learn new skills and adapt to a changing working environment
  • Ability to work efficiently, multi-task and maintain professionalism in a high-pressure environment
  • Strong Microsoft Office Suite skills
  • Strong communication and interpersonal skills
  • Detail oriented
  • Organizational skills
  • One to three years education in administration