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Operations Assistant in Calgary at Jones Graham Consultants Inc

Date Posted: 4/11/2018

Job Snapshot

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Job Description

Category: Financial Services

Location: Calgary Alberta Canada

Our client, a Calgary based Wealth Management Boutique, is looking for an Operations Assistant.  

You will be responsible for all aspects of maintaining client account information and are able to:

• Monitor changing paperwork requirements for the accurate preparation of account documentation, and maintenance of client accounts 
• Support and work collaboratively with, the advisory team to ensure necessary client documentation is completed and returned 
• Ensure client information is accurate, up to date and necessary corrections are completed 
• Attend NBIN conference calls and Webex meetings to stay up to date on changes that may impact client accounts 
• Competence using familiar and unfamiliar software programs (i.e. Saleslogix, Versapath, Open Advantage and PureFacts) 
• Set up client online access 
• Prepare client mail outs (i.e. client welcome packages and online access packages) 
• Maintain spreadsheets (i.e. tracking missing documentation and compliance client assessment) 
• Assist with other operations projects (i.e. implementation of new systems, etc.) 
• Provide backup coverage for other Operations team members
• Data entry experience and a passion for the detail and focus required to do this successfully. 
• Strong organizational, time management and communication skills 
• Highly motivated and detail oriented 
• Ability to work both independently, and as a team, efficiently and effectively under pressure 
• Proficient in Microsoft Word, Excel and Adobe Acrobat Pro 
• Investment industry experience is considered an asset

Details Apply Now