Administrative Assistant
2 weeks ago
Communicate with clients verbally and in writing. Schedule service and review appointments; Provide regular updates; Inform of potential changes, improvements and deadlines; and Document all communiction.
Assist in administration of transactions. Process, document, and track progress to ensure accuracy and completion.
Excellent writing skills: Clients appreciate precise, compelling and elegant communication. Regulators require thorough notes.
Conversational and Engaging: Keeping in touch and scheduling appointments with clients is essential to their success
Well Organized: Several accounts are touched each day. Processes are essential.
Attention to Detail: Mistakes are embarrassing and expensive.
Curious: Willing to learn about Personal Finance.
Adaptable: Technology, regulations and financial services are constantly evolving. Those who embrace change inevitably become more successfull.
Initiative: There is always something to do.
Important Skills
Comfortable with MS Office Suite.
Able to learn proprietary software
Knowledge of personal financial products is an asset.
**Job Types**: Full-time, Permanent
**Salary**: $38,000.00-$43,000.00 per year
Schedule:
- 8 hour shift
- Monday to Friday
**Education**:
- Secondary School (preferred)
**Experience**:
- receptionist: 1 year (preferred)
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