Administrative Assistant I

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 clients, commercial banking, treasury, and retail banking. Introduction: Prime Hires is seeking a skilled Administrative Assistant I to join our client in support of an existing vacancy. Contract Period: 8 months with potential to extend or convert Pay Rate: TBD Location: Calgary, AB Location Type: Onsite Business Hours: Monday – Friday, 7:30 AM to 3:30 PM Job Responsibilities: Processing client requests, Payment processing, opening new accounts Responding to emails and inquiries etc. This role is responsible for being the primary client contact for non-advice activities, providing dedicated support to one or more Investment Advisors (IA). The CSA supports in preparing for client meetings (including Annual Client Reviews) and managing transactions and reporting activities. Prepare documentation and provide updates to IA(s) in preparation for client meetings. Create reports for analysis of client accounts. Accept/create leads & ensure correct referral coding on Leads. Review newly posted marketing content and determine if relevant for clients, submit. Marketing pieces for approval and compile client information packages. Familiarity and adherence to compliance requirements as outlined in PIAs policies and procedures, including all aspects of new and existing account documentation and marketing materials. Provide a high level of Client service for all non-advice activities which includes responding to client requests via phone and email based on knowledge of full-service brokerage. Deliver a legendary (gold standard) client experience. Execute the tasks related to the Sales and Client Engagement model/client segmentation and support 4 Wealth pillars. Provide market quotes and track Dividends, RSPs, RIFs. Prioritize and manage own workload to meet SLA requirements for service and productivity. Consistently exercise discretion in managing correspondence, information and all matters of confidentiality, escalate issues where appropriate. Protect the interests of the bank - identify and manage risks, and escalate non-standard, high-risk transactions / activities as necessary. Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite. Adhere to internal policies/procedures and applicable regulatory guidelines. Conduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/policies/ practices. Use insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectives. Monitor service, productivity and assess efficiency levels within own function. Implement continuous process / performance improvements where opportunities exist. Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest. Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit. Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques. Participate in personal performance management and development activities, including cross training within own team. Keep others informed and up to date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities. Contribute to the success of the team by willingly assisting others in the completion and performance of work activities. Contribute to a fair, positive and equitable environment that supports a diverse workforce. Act as a brand champion for your business area/function and the bank, both internally and/or externally. First level service professional requiring detailed knowledge of own direct products /services and key competitors. Interacts with customers to provide guidance on a broad range of products / services and identify referral opportunities, based on bank guidelines. Basic understanding of the business developed through education, training and / or experience. Develops foundational understanding of competitors, target industries and customer segments. Uses established methods and scripts to understand customer needs. Performs activities for customer retention and acquisition under direct guidance. Reports to the Manager of Client Service. Experience & Qualification Requirements: Graduate degree required. 2-5 years of Banking or financial institution experience required. Customer service experience. Proficiency in Microsoft Office applications. Excellent communication skills. CSE or CIRE Certification. 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. Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements. We use AI technology as part of our application review process to assist with screening and assessment. All applications are also reviewed by our recruitment team. 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.

The role serves as the primary non-advice contact for Investment Advisors, managing client requests, account documentation, and meeting preparations. It involves executing tasks related to client engagement, reporting, and ensuring adherence to compliance and risk management policies.

Candidates must have a graduate degree and 2-5 years of experience within a banking or financial institution. Required qualifications include proficiency in Microsoft Office and CSE or CIRE certification.

• Service à la clientèleSouhaitée
• Administrative SupportSouhaitée
• Financial ReportingSouhaitée
• Risk ManagementSouhaitée
• Microsoft OfficeSouhaitée
• Communication SkillsSouhaitée
• Payment ProcessingSouhaitée
• Client Relationship ManagementSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Payment Processing
• Account Opening
• Client Relationship Management
• Financial Reporting
• Compliance Adherence
• Microsoft Office
• Customer Service
• Risk Management
• Lead Management
• Market Quotes Tracking
• Communication Skills
• Administrative Support

• Administrative
• Finance & Accounting
• Customer Service & Support

Formation minimale

Maîtrise

Expérience minimale

2+ ans

Postuler avant le

2 oct. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level

Mode de candidature

La candidature directe est offerte