Office Assistant

2 months ago


Ponoka, Canada Diversified Financial Full time

**Financial Services Assistant**

Our organization is looking for an organized, full-time Financial Services Assistant. Reporting to the Advisor, you will be responsible for preparing client files, processing investment/insurance business, and providing administrative support for a financial advisor. Since you will be the first person clients see as they walk through our door, we are looking for an individual who can maintain a professional appearance at all times.

**Duties include**:

- Greeting clients with a positive, helpful attitude
- Pre and post client meeting administration
- Trading data entry and maintenance support
- Investment and insurance services support
- Answering phones, taking messages
- Managing client files
- Assist with a variety of administrative tasks, including copying and scanning documents
- Prepare, submit, and follow-up on client documentation
- Attending zoom meetings with head office
- Maintain and prepare meeting rooms
- Maintain tidiness of common areas
- Monitor inventory and order office supplies
- Other duties as required

**What is required for the position?**
- High school diploma or GED certificate (preferred)
- Administrative or clerical experience (preferred)
- Confidentiality and discretion
- Experience in the financial industry is considered an asset
- Conscientious, thorough, accurate, and reliable when performing and completing job tasks
- Excellent written and verbal communication skills
- Accurate and efficient typing skills
- Strong organizational skills and attention to detail
- Proficiency with Microsoft Word, Excel, and Outlook along with the ability to adapt to new technologies deployed by the company
- Sound, practical business judgment, and a problem-solving, client focused, results-oriented approach.
- Excellent document creation, reviewing, and proofreading skills with a high level of proficiency related to business correspondence and communications.
- Process-oriented; superior attention to detail and accuracy.
- The ability to research and seek out answers to new questions and processes.
- Calm and professional appearance

**Working Location & Schedule**
- In person
- Monday - Friday full-time, permanent

**Benefits**
- Dental care
- Extended health care
- Ability to become a licensed assistant

**Job Types**: Full-time, Permanent

Work Location: In person

Application deadline: 2024-09-30


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