Administrative Assistant

Robertson & Company

  • Toronto, ON
  • $27.83 per hour
  • Contract
  • Full-time
  • 1 day ago
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.Introduction: Prime Hires is seeking a skilled Administrative Assistant to join our client.Contract Period: 12 months with potential to extend or convert
Pay Rate: $27.83 per hour
Location: Toronto, ON
Location Type: Hybrid: 2 days onsite per week (Monday & Tuesday)
Business Hours: Monday to Friday; 9 AM to 5 PM EST (may vary at certain times depending on advisory teams time zone)Job Responsibilities:
  • Support and facilitate client transfers between advisors
  • Open and set up client accounts
  • Follow up on transfers
  • Additional tasks include, policy review, escalation management
  • Primary focus on opening client accounts and transfers
Experience & Qualification Requirements:
  • 1 + years previous banking operations experience; involved in account openings, transfers (ideally in Wealth Operations but open to everyday banking operations)
  • Post-Secondary Education
  • Proficient in Microsoft Excel and Word
  • Savvy with technology and data
  • Experience in escalations and policy review
****ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS****How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Prime Hires & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.Prime Hires & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Prime Hires is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment. #LI-DNI #INDPH

Robertson & Company