Administrative Professional - Wealth Management

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  • Calgary, AB
  • Permanent
  • Temps-plein
  • Il y a 2 heures
Putting people first, every dayBDO 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 OpportunityOur Wealth Management team is looking for an Administrative Professional to join the team. The 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 SharePoint
  • 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
Why BDO?Our people-first approach to talent has earned us a spot among . This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences.Our firm is committed to providing an environment where you can be successful in the following ways:We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada.We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development.We support your achievement of personal goals outside of the office and making an impact on your community.Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle.Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Diversity, Equity and Inclusion Leader, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, .Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.Code of Conduct: Our sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public.BDO may use artificial intelligence enabled tools to support certain aspects of the recruitment process. While these tools assist our teams, our use of AI does not replace human decision making, and all employment-related outcomes are made by BDO personnel.More information on BDO Canada’s Privacy Policy can be found here:Ready to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists.To explore other opportunities at BDO, check out our .

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