2 meilleures offres (financial advisor, chatham kent, on) (à pourvoir)

Administrative Assistant - Ridgetown Branch
MBI Financial —Ridgetown, ON
- De 18 $ à 19 $ de l’heure
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Assurance Invalidité
- Programme d'Aide aux Employés
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13 h
Financial Services Representative
CIBC —Chatham-Kent, ON
- Temps plein
- Vente
il y a 1 jour

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial advisor (chatham kent, on)

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Administrative Assistant - Ridgetown Branch

MBI Financial
Ridgetown, ON

Postuler rapidement

Détails du poste

Temps plein
De 18 $ à 19 $ de l’heure
Il y a 13 heures

Profil recherché

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Service à la clientèle
Études postsecondaires
Classement
Anglais
Microsoft Office
Expérience administrative
Mathématiques
Saisie de données
Sens de l'organisation
Services financiers
Compétences en communication

Description complète du poste

ADMINISTRATIVE ASSISTANT

We are currently looking for a full-time Administrative Assistant.

As the Administrative Assistant, your role is to provide support to the advisor team, maintain efficient and effective day-to-day operations and transactions in the office and ensure that the client’s experience with the company meets or exceeds their expectations.

Responsibilities:

· Ensure efficient and effective daily operation of the office

· Greets clients in person and over the phone, respond and redirect inquiries via phone and e-mail

· Actively contact clients to schedule meetings

· Prepare forms, materials and financial reports for client meetings

· Complete meeting follow-up activities, such as preparing paperwork, sending documents, and tracking tasks for completion

· Handle client account administration, including client inquiries and requests

· Responsible for account administration, documentation and order entry

· Handle confidential documents with the utmost discretion ensuring compliance with internal and industry regulatory requirements

· Responsible for ensuring all databases are updated and maintained

· Complete bank deposits and mailings

· Responsible for general office maintenance including ordering supplies

· General office administrative duties as assigned

Qualifications:

· Post-secondary education

· Demonstrate a professional and friendly manner

· Excellent verbal and written communication skills in English

· Relevant experience in the financial sector and/or administrative experience

· Excellent proficiency with Microsoft Office, particularly Word, Excel, PowerPoint and Outlook

· Strong organizational skills

· Meticulous attention to detail

· Ability to prioritize, multitask, work within time constraints and follow-up

· Ability to work in a team environment

· Ability to learn quickly new technologies and programs

· Strong math, analytical and problem-solving abilities

What we offer:

Opportunities for growth, within the role to expand your overall responsibilities, move into other roles (Licensed Assistant, Branch Manager, Financial Planning Assistant, Investment Funds Representative, Licensed Life Insurance Agent, Certified Financial Planner)

Flexible schedule within core operational hours

Experience:

Administrative: 2 years (preferred)

Financial services: 1 year (preferred)

Pay: $18.00-$19.00 per hour

Benefits:

Disability insurance
Employee assistance program
Life insurance
RRSP match

Flexible language requirement:

French not required

Ability to commute/relocate:

Ridgetown, ON: reliably commute or plan to relocate before starting work (required)

Experience:

Financial services: 1 year (preferred)
Administrative: 2 years (required)

Work Location: In person

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Administrative Assistant - Ridgetown Branch

Financial Services Representative

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