Administrative Assistant at Unknown banking client

The Administrative Assistant will support a banking client’s client service, client engagement, and administrative operations in Calgary. Responsibilities include preparing documentation for client meetings, creating account analysis reports, managing leads and referral coding, reviewing marketing content, providing non-advice client service, tracking dividends and RSPs, and supporting client segmentation and risk management. The role reports to the Manager of Client Service and requires banking or financial institution experience, customer service experience, Microsoft Office proficiency, and strong communication and organizational skills.