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Financial Assistant
4 weeks ago
We are seeking a highly organized and professional Assistant to support a Financial Advisor in a fast-paced client service environment. The ideal candidate will be detail-oriented, proactive, and able to manage multiple priorities while delivering excellent customer service. Key Responsibilities Answer and direct calls on a multi-line phone system in a courteous and professional manner Schedule, confirm, and track client appointments and meetings Prepare, organize, and process client paperwork and documentation Follow up on outstanding paperwork and client requests to ensure timely completion Maintain accurate client records and internal tracking systems Assist with client communications, including emails, reminders, and correspondence Provide administrative support to the Financial Advisor as needed Qualifications Previous administrative or office experience preferred Strong attention to detail and excellent organizational skills Professional communication skills—both written and verbal Ability to manage time effectively and prioritize tasks Proficient with Microsoft Office (Word, Excel, Outlook) Experience in financial services or insurance industry considered an asset, but not required Personal Attributes Friendly, professional, and client-focused Reliable, responsible, and able to maintain confidentiality #J-18808-Ljbffr
