Administrative Assistant/receptionist

7 months ago


Hanover, Canada Chris Ringenberg, Financial Advisor Full time

**ROLE SUMMARY**

The Administrative Assistant is a key member of our team as we seek to help our clients achieve lifetime financial security. As the Administrative Assistant, you will have three critical areas of focus on our team:

- delivering an exceptional client experience for current and potential clients who call or come into our office
- ensuring a full and balanced advisor calendar of appointments creating sales opportunities
- helping to create a smooth, efficient and compliant office

**KEY ACCOUNTABILITIES**:

- Appointment making / client follow-up calls
- Providing fast, personalized client administrative services
- Completing and shepherding paperwork through Head Office as permitted
- Managing the administrative side of the advisor's practice conscientiously and reliably to help ensure and maintain compliance
- Managing advisor's workflow (preparation for client meetings, follow up, etc.)
- Supporting the Advisor to create marketing / sales opportunities (mining client data, marketing efforts, mailers, etc.)

**REQUIRED SKILLS AND COMPETENCIES**:
**Interpersonal & Team Relationship Skills**
- Strong relationship-building skills - strong communicator, wants to be part of team, willing to receive and provide constructive feedback to make things better

**Administrative Skills**
- Attention to detail, Thoroughness, Accuracy
- Strong Priority Setting: Prioritization
- Strong Keyboarding & Computer skills - is familiar with basic word processing & office systems; is comfortable with computer programs and accessing computer systems

**Client Service Skills**
- Pleasant / cheerful / happy - enjoys customer service in a sales environment
- Strong verbal and written communication skills
- Is patient and composed under pressure
- Resilient, able to handle objections and challenges from clients

**Personal Reliability**
- Action Oriented - is proactive, takes initiative, self-starter
- Good judgment and common sense
- High Integrity and Trustworthy
- Dependable and Conscientious

**Job Type**: Part-time

Pay: $17.00-$20.00 per hour

Work Location: In person



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