Found Description
Advantages
- 4 weeks vacation
- Comprehensive health benefits covering 80% of most areas after probationary period
- Paid team lunches every Friday
- 100% in office work, 9-5pm Monday to Friday (37.5 hour week)
- Very human and close-knit team
Responsibilities
- Front desk reception and general office support
- Managing incoming and outgoing mail and courier services
- Responding to daily client and Portfolio Manager transaction requests
- Preparing documentation for new and existing clients
- Following up on client requests, including account openings and transfers
- Coordinating quarterly and annual mailing of client statements
- Managing office supplies and inventory
- Assisting with quarterly reconciliations
Qualifications
- Excellent attention to detail
- Experience in the financial sector is a big plus