Administrative Assistant

ProViso Consulting View all jobs

  • Kelowna, BC
  • Permanent
  • Full-time
  • 7 hours ago
Candidate profile details:
  • Degree/Level of Education: Undergraduate Degree or Community College Diploma in Business preferred
  • Certifications Required: Completed or pursuing industry-related courses would be considered an asset
  • Years of Overall Experience: 1 to 2 years
  • How will performance be measured: no scorecard. Heavy on compliance- need to protect and elevate team and protect clients. Working closely with branch mgmt team.
Preferred/Ideal Candidate Background:
  • High net worth clients
  • Also needs to be okay with: Greeting guests,Setting up board room
  • Someone wanting to learn/ tech savvy
  • Excel spreadsheet exp
  • Submitting invoices
  • Ability to read compliance manual
  • Resourceful, takes the initiative/ problem solve
  • Admin assistant would be helpful, but not required.
  • Banking exp not required
  • Looking for a strong performer- will be opportunities for a strong performer, can lead to other opportunities within Client
  • Will the contractor have access to any customer data? Yes!
Summary of the role:
  • Client Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.
  • Client Wealth Private Investment Advice (PIA) is ideal for investors who are looking for professional, custom-tailored wealth planning and investment solutions, while maintaining participation in the decision-making process regarding their financial affairs. The advisors work with clients to design and implement a comprehensive investment strategy, recommend customized investment solutions and provide on-going portfolio monitoring and performance reporting aimed at enhancing the client’s financial success over the long-term.
  • Reporting to the Manager of Client Service, the Business Operations Support Representative provides legendary quality, efficient, and specialized administrative support on a multiple and diverse range of assignments within a dynamic client-oriented sales environment. The ideal candidate is accustomed to responding to an ever-changing face paced environment, embraces change, and easily adapts. They are driven to succeed and want to make a positive impact with every interaction. They possess and demonstrate problem solving abilities that focus on solutions.
Key responsibilities:
  • Provide and deliver a high level of administrative support to the branch while ensuring high quality service and professionalism at every client interaction; going above and beyond where required
  • Support the Manager Client Service (MCS) in functions related to overall operations and day-to-day administration
  • Implement effective communication of all operational, administrative and regulatory /compliance activities as required. Support the team by continuously developing increased knowledge in all branch processes
  • Support coordination of equipment needs for system access, IT support, and able to provide training support where required for branch staff
  • Coordination and handling of all premise issues including building issues, seasonal and promotional displays
  • Maintain and provide ongoing support and improvements to the branch filing system
  • Perform office duties as assigned; ensuring changes are implemented and communicated to staff when required to ensure a high level of compliance following audit procedures
  • Support the team by actively promoting/supporting key firm/branch initiatives
  • Actively suggest implementations that focus on client’s vision of building a better bank and above average standards
  • Identify areas to reduce expenditure and bringing ideas to MCS and/or BM for improvement
  • Support an up-to-date Business Continuity Management (BCM) Plan and ensure details are communicated to and understood by all staff implementing changes where required.
  • Support the branch professionals where required including client requests
  • Be an advocate for the client’s experience
  • Other Sundry duties as assigned
  • As the Business Operations Support Representative will be located at Reception, the role will also be responsible for:
o Greeting clients and/or guest to the branch and respond to their requests in an efficient manner
o Answer and support the branch phone lines as required and direct calls and/or completes the request for the client thus demonstrating strong customer service attributes
o Make changes to branch directories when required
o Control the distribution of outgoing and incoming mail, courier bag and reports, faxes and transit mail by following internal control measures
o Support business meetings including set up, catering requests, and managing branch Boardroom scheduleMust have:
  • The ability to work both as part of a team and independently to complete tasks
  • Possess excellent communication skills
  • Proven ability to deliver a high level of service
  • Detail oriented and highly organized
  • Ability to work in a fast-paced, dynamic environment
  • Proficient with MS Office Suite
  • Tech savvy- ability to learn new program, general computer knowledge
Nice to have:
  • Undergraduate Degree or Community College Diploma in Business preferred
  • Completed or pursuing industry-related courses would be considered an asset
  • Prior administrative experience an asset
Interview process:
  • Likely 1 round- in person
Please note:
  • AI is not used to screen, assess, or select candidates.
  • This role reflects an existing vacancy at the time of posting.
Job Details14317Contract18 monthsKelownaRecruiterRecruiter information not available.

ProViso Consulting