Advisor Administrative Assistant

3 weeks ago

Hamilton, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

Job DescriptionJob DescriptionAdministrative Assistant. Support Role for Financial AdvisorLocation : 120 King St. West, Hamilton, ONPart-Time Hours : 20hrs per weekDesjardins Financial Security Independent Network (DFSIN) is committed to its clients' financial success. As Financial Security Advisors, we constantly strive to offer the best solutions that can help our clients reach their goals.We are currently searching for individuals having worked in an administrative support role for Financial Advisors to fill the position of Administrative Assistant on a part-time basis. This role ensures the smooth running of a well-established financial services practice and contributes in attaining continued growth by providing superior administrative support to an Insurance and Investment AdvisorThe Ideal CandidateYou will act with the utmost confidentiality when organizing, coordinating, and providing administrative support to the Financial Advisor, while maintaining a shared goal of creating meaningful relationships and an exceptional experience for clients. You are a highly organized, detail-oriented, self-motivated individual who is competent in prioritizing tasks and working with little supervision. You are the kind of individual who thrives on paying attention to ‘the little things’ that make a client experience exceptional.QualificationsPrevious success in an administrative role is an asset.Positive attitude, exceptional people skills : interpersonal and communicationAn effective multi-tasker, flexible and adept at handling fluctuating workloadsOutstanding organizational skills with a high attention to detail, ability to prioritize and work to deadlinesHighly adaptable, agile and poised when faced with change and / or ambiguityProfessional integrity and commitmentExcellent computer skills and a high proficiency with a variety of computer software programs including, Microsoft Word, Excel, Outlook as well as experience using a CRM tool.ResponsibilitiesProviding administrative support to the Advisor and their clientele in a professional mannerClient interaction; answering, screening, prioritizing, and responding to phone calls and emailsProduct company interaction; various insurance companies and investment / mutual fund dealersData entry, problem resolution, transaction follow up, generating reports as requiredPreparing and maintaining client filesWe thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer. #J-18808-Ljbffr

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