Administrative Assistant

3 weeks ago


Kingston, Canada Assante Financial Management - Fenlon Financial Division Full time

**Summary of Role**:
Assante Financial - Fenlon Division is currently looking for an Administrative Associate to provide administrative support to a Financial Advisory team in the day to day operations of an established financial planning practice.

**Duties and Responsibilities**:

- Respond to all customer issues by phone or in person, in a timely and professional manner
- Execution and reconciliation of time sensitive trades
- Liaise with cross functional groups on transfers, administration and maintenance issues
- Management of client database
- Assist in coordination of client appreciation events

**Experience and Qualifications**:
Experience
- 2 years experience as an administrative assistant
- Customer service experience

Education/Training
- Related post secondary education
- Successful completion or enrolment in CSC and/or IFIC an asset

Knowledge, Skills, and Abilities
- Client service oriented
- Excellent verbal and written communication skills
- Excellent PC skills including MS Word and Excel
- Strong analytical and problem solving abilities
- Attention to detail

**Salary**: From $20.00 per hour

Schedule:

- Monday to Friday

Work Location: In person



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