Administrative Assistance

2 weeks ago


Stratford, Canada Stratford Financial Planning Full time

We are currently recruiting a part-time Administrator to support an established Financial Planner throughout the tax season.

This is a unique opportunity for anyone wishing to gain experience within the financial services industry.

This position may come with other training opportunities and exposure to different aspects of the financial planning industry.

Your responsibilities will include:

- Administrative support
- Tracking information
- Client meeting document preparation
- Completion of post-meeting commitments and executing requested by clients
- Responding to all client service enquiries, as well as those from the client’s other professional partners
- Working in a team environment

Your qualifications:

- post-secondary degree/diploma
- desire to pursue knowledge and growth
- ability to take the initiative, ownership of outcomes and a pro-active approach to work
- strong proficiency in Microsoft Windows
- strong oral and written communication skills
- exceptional planning, organizational and time management skills
- previous experience in handling confidential or sensitive information with integrity
- desire to grow and to expand capabilities and responsibilities

**Job Types**: Part-time, Fixed term contract
Contract length: 4 months
Part-time hours: 30 per week

**Salary**: From $22.00 per hour

**Benefits**:

- On-site parking

Schedule:

- Monday to Friday

COVID-19 considerations:
No

**Education**:

- Secondary School (preferred)

Work Location: One location

Application deadline: 2023-02-17



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