FINANCIAL ADMINISTRATIVE ASSISTANT
Location: Toronto
Salary:$40-$45K
Term: Permanent
Posted On:September 23, 2008
Details:
One of Canada’s leading Wealth Planning Firms, providing comprehensive financial planning to Canadians has an opening for a financial administrative assistant. This exciting opportunity is available in our Mississauga location, to provide financial administrative support to one of our Senior Financial Advisors in their Wealth Management practice.
This highly motivated individual will also provide executive assistant support and will play an active role in a growing business, based in excellent offices, centrally located. If you pride yourself on providing excellent customer service and your organizational skills are excellent, read on for more details.
Responsibilities include :
Processing and executing all investment and insurance transactions and paperwork with a high degree of accuracy
Maintain client files and databases
Coordinate administrative projects
Prepare reports, research and materials for client meetings
Schedule and confirm all appointments for advisors
Build and maintain long term client relationships
Play an active role in marketing projects and practice development activities
QUALIFICATIONS:
Education :
University degree/college diploma or relevant work experience
IFIC or CSC course preferred
Experience :
Minimum 3 years administrative experience in the financial services field.
Customer Service experience
Skills :
Superior verbal and written communications
Mathematical aptitude
Good problem solving, analytical abilities and follow through
Strong organizational skills and ability to embrace a structured approach to business practices
Excellent time management and multi-tasking abilities including meeting of deadlines
Strong proficiency in Windows based applications including MS Word, Excel and Power Point
Knowledge of Maximizer or ACT an asset
The ideal candidate will have:
A strong customer service focus
A take charge approach to owning work responsibilities
An ability to seeks ways to improve processes, quality service and client support
Advocate the Solutions that Fuel Great Business!
We thank you for your response, however; only those candidates being considered for an interview will be contacted. Suitable resumes will be data based for future career opportunities.
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