We are a full-service Wealth Advisory office. Due to the industry, we align our hiring criteria with industry mins. These include courses to become a licensed assistant. Our regulators have set mins to take the courses. Please see the link at the bottom to ensure you meet eligibility.
Hours may be added in our busy season (January to April). As the successful candidate becomes comfortable in the role, additional hours may be permanently added as the needs arise.
The Job:
Greeting the public in our office, answering phones and directing calls. Administratively assisting clients and financial advisors to undertake any clerical duties within the office environment.
Qualifications:
- Background & Criminal record check
- Quick typing skills
- Attention to detail
- Computer savvy
- Confidentiality
- Thoroughness
- Data entry experience or related office experience
- Proven organizational skills & prioritization experience
- Post-secondary diploma or degree a related program or 4 years minimum industry specific experience. – as described New Candidates | Canadian Investment Regulatory Organization - https://www.ciro.ca/registered-individuals/proficiency/new-candidates#3925188384-3729003314
- Industry courses started 1 year after employment start
Hours & Location:
- 4932-50 St, Lougheed, AB
- In-Office Only - No WFH
- Set hours: Mon-Fri 9am-3pm (30 min lunch)
- 1 personal flex day per month – unpaid, or the ability to work longer days to make up the time – upon approval and coverage avail.
- Starting $25 per hour
Job Types: Part-time, Permanent
Pay: From $25.00 per hour
Expected hours: 27.5 per week
Application question(s):
- Only applicants who complete our assessment process will be considered for this job. Please visit https://www.ondemandassessment.com/o/JB-YVRK1GYN7/landing?u=1164241 to upload your resume and complete the application process.
Work Location: In person
