Administrative Professional – Wealth Management Jobs in Waterloo, Canada at BDO
Location: Waterloo
Putting people first, every day
BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority on your personal and professional growth.
Your Opportunity
Our Wealth Management team is looking for an Administrative Professional to join the team. This is a replacement position and successful candidate will own the following responsibilities:
Perform clerical related duties such as typing correspondence, photocopying, scanning, mass mailings to clients and internal mail delivery within the office
Data entry related duties while paying close attention to detail
Collect data and generate reports using a variety of internal systems
Prepare templated PowerPoint presentations
Support professional staff and other administrative staff with tasks as requested
Develop and maintain productive working internal and external relationships
Assist with the day-to-day wealth client administration
Administer the file management process to both Share Point
Prepare correspondence and reports as required
Directly support the Wealth Advisory Services leadership team
Other administrative duties as required
How do we define success for your role?
You demonstrate BDO’s core values through all aspects of your work:
Integrity, Respect and Collaboration
You understand your industry, challenges, and opportunities; team describes you as positive, professional, and delivering high-quality work
You identify, recommend, and are focused on effective service delivery
You share in an inclusive and engaging work environment that develops, retains & attracts talent
You actively participate in the adoption of digital tools and strategies to drive an innovative workplace
You grow your expertise through learning and professional development.
Your experience and education
You have experience/education focused on Executive Office Administration (or related)
You have a desire to provide outstanding client service and a commitment to teamwork
You have proven leadership skills and can take initiative to seek understanding
You display strong organization, time management, and communication skills
You have excellent attention to detail
Proficiency with the Microsoft Office suite is required
Title: Administrative Professional – Wealth Management
Company: BDO
Location: Waterloo, Canada
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