Executive Assistant
4 weeks ago
**Job Summary**
**Responsibilities**
- Providing executive administrative support to the Lead Advisor
- Manage advisors’ calendars, including scheduling meetings and appointments
Coordinate and schedule appointments with clients
Prepare correspondence, communications, presentations, and other documents
- Assist in the preparation of financial reports, presentations, and client communications
- Prepare forms and data processing
Maintain electronic and paper filing systems
Assist in the preparation of reports and presentations
Act as the point of contact between advisor and internal/external clients
- Handling confidential and sensitive information with discretion and professionalism.
- Assisting in preparing advisors for client meetings, including preparation of account opening documentation, product research, etc.
- Order processing of transactions and efficiency follow ups
- Following up relating to all client transactions to ensure proper processing and minimization of errors.
- Performing other duties as assigned
**Experience**
- Proficiency in using DocuSign for electronic document signing
- Familiarity with financial information, Book Keeping, Legal and Tax Documents
- Strong administrative skills with experience in proofreading and clerical tasks
- Excellent phone etiquette and experience with phone systems
- Experience with financial planning software is an asset.
- Experience with industry research and reporting software such as Morningstar and Equisoft is a strong asset.
- Proven ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
- Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals.
- An ability to maintain the highest levels of confidentiality with discretion.
- An excellent attitude and commitment to providing extraordinary service.
- Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
- Strong organizational skills with an excellent attention to detail.
- A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.
Pay: $40,000.00-$50,000.00 per year
**Benefits**:
- On-site parking
- Paid time off
Flexible language requirement:
- French not required
Schedule:
- Monday to Friday
**Experience**:
- Clerical experience: 2 years (required)
- Phone etiquette: 1 year (required)
- Filing: 1 year (preferred)
- Administrative experience: 2 years (required)
- DocuSign: 1 year (preferred)
Work Location: In person
Application deadline: 2024-11-22
Expected start date: 2025-01-06
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