Executive Administrative Assistant

3 weeks ago

Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

**Executive Administrative Assistant**

Our financial centre is searching for Executive Administrative assistant (full-time). In this role, you will be responsible for the smooth operation of the Advisors business. The goal is to support the advisor in completing the administrative duties required so they can focus on sales. Having an eye for detail and being mindful of follow-up would be valuable qualities at our centre.

**Primary Responsibilities**
- Answer all incoming calls from clients, managing call returns for advisors.
- Assist in resolving any administrative problems
- Manage Advisors schedule and confirm client meetings
- Preparing and analyzing client files prior to meetings
- Provide general administrative and clerical support including mailing, scanning, faxing and copying.

**Contract/Sales Administration**
- Process financial services advisor contract documents for the various licences required by regulators
- Assist with advisor registration for various services, programs and courses
- Process insurance policies and investment transactions; reviewing the documentation for accuracy and any client follow-up
- Maintain a log of sales documentation flowing to and from head office to follow its process through the various departments

**Communication**
- Keep advisors informed about important communications from head office regarding areas such as compliance, technology, product and process changes
- Follow up with various head office departments on issues of benefit to the centre

**Qualifications**
- Experience in related field is an asset (banking)
- Solid oral and written communication skills; a pleasant manner
- Able to maintain and improve administrative processes
- Attention to detail and good with numbers
- Organized but flexible to take on a new task of greater priority
- Self-directed and able to complete task with limited supervision
- Maintain staff and client confidentiality
- Working knowledge of _Microsoft_ _Word_, _Excel_, _PowerPoint_ and in internet navigation and research
- Industry experience an asset
- English & French is an asset (bilingual)

**The anticipated salary range: $30k - $60K

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