Company description
We are a small Financial Services office with a passion for helping clients achieve lifetime financial security and providing exceptional client service.
Job description
ROLE SUMMARY
The Administrative Assistant is a key member of our team as we seek to help our clients achieve lifetime financial security. As the Administrative Assistant, you will have three critical areas of focus on our team:
1. delivering an exceptional client experience for current and potential clients who call or come into our office
2. ensuring a full and balanced advisor calendar of appointments creating sales opportunities
3. helping to create a smooth, efficient and compliant office
KEY ACCOUNTABILITIES:
As a part of a small team, you will be required to, but not limited to,
¨ Appointment making / client follow-up calls
¨ Providing accurate, personalized client administrative services
¨ Completing and shepherding paperwork through Head Office as permitted
¨ Managing the administrative side of the advisor's practice conscientiously and reliably to help ensure and maintain compliance
¨ Managing advisor's workflow (preparation for client meetings, follow up, etc.)
¨ Supporting the Advisor to create marketing / sales opportunities (mining client data, marketing efforts, mailers, etc.)
REQUIRED SKILLS AND COMPETENCIES:
Interpersonal & Team Relationship Skills
¨ Strong relationship-building skills – strong communicator, wants to be part of team, willing to receive and provide constructive feedback to make things better
Administrative Skills
¨ Attention to detail, Thoroughness, Accuracy
¨ Strong Priority Setting: Prioritization
¨ Strong Keyboarding & Computer skills – is familiar with basic word processing & office systems; is comfortable with computer programs and accessing computer systems
Client Service Skills
¨ Pleasant / cheerful / happy – enjoys customer service in a sales environment
¨ Strong verbal and written communication skills
¨ Is patient and composed under pressure
¨ Resilient, able to handle objections and challenges from clients
Personal Reliability
¨ Action Oriented – is proactive, takes initiative, self-starter
¨ Good judgment and common sense
¨ High Integrity and Trustworthy
¨ Dependable and Conscientious- able to work independently
Experience in Financial services is an asset but can be overcome with a strong willingness to learn and develop. We offer a semi-flexible working schedule. We are looking for someone to work 5 – 6 hours per day 4 – 5 days per week. Ideally, a mutual fund license and/or mutual fund admin experience would be preferred, but not required. We are a small team with a passion for exceptional customer service in a fun and productive environment. If you share our passion, and meet the above requirements, we encourage you to apply.
SALARY
The salary range for this position is negotiable, based on part-time employment depending on the skills and experience of the candidate.
Job Type: Part-time, option to move to full-time
Schedule:
Application question(s):
- This role requires flexibility and a get it done work ethic, sometimes requiring the applicant to think outside the box, work later than planned and periodically outside of the arranged work schedule.
Job Type: Part-time
Pay: $19.00-$24.00 per hour
Benefits:
- On-site parking
- Paid time off
Work Location: In person
