Administrative Support Specialist

7 days ago


Cornwall, Canada Moore Wrinn Financial Group Full time

About us

Primary Job Functions

Provide Administrative Support to Advisors

  • Schedule meetings and organize calendar
  • Prepare meeting documents and reports
  • Follow up on client meetings; ensuring tasks are completed
  • Draft correspondence, create reports, update spreadsheets and maintain client database
  • Process and follow up on trades
  • Arrange business related travel and accommodation
  • Assist in overall running and organization of office

Secondary Job Functions

  • Backup to Receptionist
  • Greet clients and other visitors
  • Answer phones
  • Courier and mail
  • Review correspondence
  • Electronic filing
  • Maintain client/supplier contact database
  • Print, copy, fax and scan documents
  • Shred documents and maintain shredder

Benefits:

  • Company pension
  • Dental care
  • Disability insurance
  • Employee assistance program
  • Extended health care
  • Life insurance
  • Onsite parking
  • Paid time off
  • RRSP match

Flexible Language Requirement:

  • French not required

Schedule:

  • Monday to Friday

Education:

  • Secondary School (preferred)

Work Location:
In person

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