Administrative Coordinator

Job Description:

Our client within wealth management requires an Administrative Coordinator to join their team. Reporting to the VP of Family Capital Services, the Executive Coordinator role encompasses multiple aspects of daily administration to support the smooth running of the office and the success of the team.

Responsibilities:

• Monitoring the schedule of sales and internal meetings and ensure that all action items are completed and materials are prepared in advance
• Scheduling of meetings including the set-up of remote video sessions and calls and communicate clearly with all meeting participants.
• Assist the Family Capital Services team with the preparation of materials and reports.
• Evaluate action items and commitments and follow-up of necessary tasks. Work closely with the wider team to ensure immaculate accuracy and timely delivery.
• Undertake various administrative duties in support of running the office including printing, mailing, and other duties as assigned including booking travel, data entry & updates with SalesForce, supplies, etc.
• This environment is dynamic and fast-paced and rewards anticipation, self-leadership, and mature, sound judgement. The incumbent is expected to coordinate closely and work autonomously to drive tasks and duties to completion.

Qualifications:

• 3-5 years of professional experience working in a similar role with high-performing sales and executive teams, preferably in financial services.
• Demonstrable ability to drive multiple tasks and small projects to timely completion in a dynamic team environment, working with and through specialists. Strong abilities around scheduling, coordination and organizing. Experience with improving processes, ability to propose recommendations and ideas to improve the functioning of the office.
• Demonstrated expert-level communications skills, both written and verbal, ability to capture and present information clearly and concisely.
• Ability to quickly learn, adapt, and bring into practice new knowledge and skills, as the team builds a body of best practices. Demonstrated problem-solving skills, and basic project management experience.
• Demonstrated ability to build trusted professional relationships and coordinate across a team and with clients.
• Working knowledge of SalesForce CRM
• Strong, in-depth expertise with MS Office products

To apply, upload your resume and complete the required information in the “Apply For The Job” section located to the right of the posting. Alternatively, quote the position title and email your resume to: Lindsey; l.title@tdspersonnel.com

If you are already registered with TDS Personnel please contact your Consultant.

TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.