Administrative Assistant/receptionist
4 weeks ago
**Overview**
**Responsibilities**
- Conduct thorough assessments of clients' financial situations to develop tailored financial plans.
- Provide expert advice on investment strategies, retirement planning, tax optimization, and estate planning.
- Maintain accurate records of client interactions and financial plans using data entry skills.
- Schedule and manage client appointments, ensuring excellent front desk and administrative support.
- Monitor clients' progress towards their financial goals and make adjustments as necessary.
- Stay updated on industry trends, regulations, and best practices to provide informed recommendations.
**Requirements**:
- Proven experience in a customer service role, preferably within a financial or administrative setting.
- Strong organizational skills with the ability to manage multiple tasks efficiently.
- Excellent communication skills, both verbal and written, with a focus on phone etiquette.
- Familiarity with clerical duties including data entry and office management tasks.
- A background in finance or related fields is preferred but not mandatory; willingness to learn is essential.
- Ability to work collaboratively within a team environment while also being self-motivated.
Join us as we empower individuals to take control of their financial futures
Pay: $40,000.00-$60,000.00 per year
**Benefits**:
- Dental care
- Extended health care
- On-site parking
- Paid time off
Flexible language requirement:
- French not required
Schedule:
- Monday to Friday
**Education**:
- Secondary School (preferred)
**Experience**:
- Front desk: 1 year (preferred)
- Administrative experience: 3 years (preferred)
**Language**:
- English (required)
Work Location: In person
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