Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. As an Administrative Assistant, you will support Financial Planners to develop new wealth management business acquisitions and relationships, and contribute to a national Administration team.
Requirements
- Champions a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Execute on capacity enablers (National Practice Standards) for Financial Planner to grow their business portfolios.
- Influence a service excellence culture through the delivery of exceptional client experiences.
- Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls.
- Champions a high-performance environment and contributes to an inclusive work environment.
Benefits
- Primarily work from home role with a mix of in-office work as required by business needs.
- Supportive environment with coaches that are inspired to help you exceed your goals.
- You’ll have the ability to make a lasting impact on clients.
- You’ll have the opportunity to make a significant impact, as you will contribute to revenue generation and growth.
- You’ll work with and learn from a diverse and talented team of administrative assistants, leading Financial Planners, and successful Sales Leaders.
- Inclusive and collaborative working environment that encourages creativity, curiosity and celebrates success.
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