Administrative Assistant

7 days ago


Kitchener, Canada Assante Capital Management Ltd. Full time

**Are you a detail-oriented organizer?**

**Are you looking for a challenging role as a team member for a successful group of Financial Advisors?**

**WHAT YOU WILL DO**
- Preparation of materials, financial reports and paperwork for client meetings
- Completion of meeting follow-up activities when required
- **Cover Reception** - answer incoming calls, welcome clients, sort incoming mail (shared with other staff). Order supplies. Prepare outgoing mail/shipping
- Scheduling and Confirming Appointments
- Handling client account transactions, documentation and order entry (when required)
- Research information to prepare special reports as required
- Assist with maintaining client databases and spreadsheets
- General office administrative duties as assigned

**WHAT YOU WILL BRING**
- Post Secondary Education or equivalent combination of education and experience
- **Minimum of 5 years related experience in an administrative role (in the Financial Services Industry)**:

- Financial Services & Accounting background
- Business professional attire and conduct

**YOUR STRENGHTS INCLUDE**
- Strong interpersonal and written communication skills
- Good working knowledge or Microsoft Windows (Excel, Word, Outlook & PowerPoint)
- Strong administrative skills, accuracy and attention to detail

Benefits: after 3 months of continues active employment

Wellness Days, additional paid time off (between 7-9 days per year scheduled by the firm)

**Salary**: $50,000.00-$55,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Kitchener, ON: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (required)

**Experience**:

- Front desk: 2 years (required)
- Administrative experience: 3 years (required)

Work Location: One location



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