Office Services Assistant

We is currently seeking a Transition Assistant to join a growing and exceptional team. You will provide administrative support and coordination activities for new advisory teams joining the firm.

What will you do?

Process account openings, including preparing the documentation and obtaining client signatures

Track all aspects of account opening process

Complete daily requests and reports as required

Investigate and resolve inquiries related to accounts

Utilize contact management system for everyday task management

What do you need to succeed?

Must-have

Meticulous attention to detail and excellent time management skills

Excellent verbal and written communication skills English

Autonomous, committed, and motivated spirit

Ability to work as part of a team

Willingness to travel to various branches across Canada

Experience in the securities industry or financial services sector

Nice-to-have

Completion of or working towards Industry Certifications

Leadership Experience

Whats in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

Leaders who support your development through coaching and managing opportunities

Ability to make a difference and lasting impact.

Work in a dynamic, collaborative, progressive, and high-performing team.

Flexible work/life balance options.

Opportunities to do challenging work.

Opportunities to take on progressively greater accountabilities.

Access to a variety of job opportunities across business.

Job Skills

Calendar Management, Communication, Computer Literacy, Detail-Oriented, Email Services, Knowledge Organization, Office Administration, Spreadsheet Software, Teamwork, Time Management

Tipo de oferta: Part-time

Pagamento: 3 000,00€ - 5 000,00€ por mês

Horário de trabalho:

• De segunda à sexta-feira

Remuneração suplementar:

• Bónus anual

Information :

• Company : dodo
• Position : Office Services Assistant
• Location : Porto
• Country : PT