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Administrative Assistant
1 week ago
A valued member of the team, the Assistant manages scheduling to maximize sales opportunities, and helps to create an efficient and compliant office environment.
- In partnership with the Advisor, develop and execute on plan to meet operational and administrative goals
- Schedule appointments and manage advisor's workflow (preparation for client meetings, events, tasks, follow up, etc.)
- Manage office tasks such as filing, Salesforce updates, generating reports, and presentations requiring the use of independent judgement and initiative
- Manage travel arrangements, prepare itineraries, plan logistics.
- Support the advisor to create marketing / sales opportunities (mining client data, marketing efforts, client service proactive contact, etc.)
- Gather and compile production statistics/reports for advisor
- Support the advisor in monitoring and responding to Head Office inquiries
Job Types:
Full-time, Part-time
Salary:
$18.00-$20.00 per hour
Schedule:
- Monday to Friday
- No weekends
Ability to commute/relocate:
- Greater Sudbury, ON: reliably commute or plan to relocate before starting work (preferred)
Education:
- Secondary School (preferred)
Experience:
- Front desk: 1 year (preferred)
- Administrative experience: 1 year (preferred)
Work Location:
In person
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