The Ideal Candidate
You will act with the utmost confidentiality when organizing , coordinating, and providing administrative support to the Advisor. You are a detail-oriented, organized, and self-motivated individual who is competent in prioritizing tasks and working with little supervision. You will create meaningful relationships with our clients by paying attention to "the little things" that make a client experience exceptional.
Qualifications
-Positive attitude, exceptional people skills, interpersonal and communication
-Great attention to detail, ability to prioritize and work to deadlines
-Effective multi-tasker, flexible and adept at handling fluctuating workloads
-Professional integrity and commitment
-Highly adaptable, agile and poised when faced with change and or ambiguity
-Previous success in an administrative role; preferably in a financial services sector
-Excellent computer skills and a high proficiency with a variety of computer programs including, Microsoft Word, Excel, experience using a CRM Tool, and various social media platforms.
Responsibilities
-Answering prioritizing, and responding to phone calls and emails.
-Ability to effectively communicate via phone/email ensuring that all issues are completed accurately and delivered with high quality and in a timely manner.
-Providing administrative support to the Advisor and their clientele in a professional manner
-Product company interaction; various insurance companies and investment/mutual fund dealers
-Data entry, problem resolution, transaction follow up, generating reports as required
-Presentation preparation and marketing support
-Preparing and maintaining electronic and /or paper files and records.
This person is the ambassador of goodwill, presenting a positive and professional image of the organization to all. The ideal candidate will possess a positive attitude and a willingness to help whenever needed. This person is a goal oriented team player who is self-managing, progressive and has a growth mindset.
Job Type: Part-time
Pay: $19.50-$21.50 per hour
Ability to commute/relocate:
- Hamilton, ON: reliably commute or plan to relocate before starting work (required)
Education:
- Secondary School (preferred)
Experience:
- Front desk: 1 year (preferred)
- Administrative experience: 1 year (preferred)
Work Location: In person
