Administrative Executive Assistant

2 weeks ago


Barrie, Canada Walton Financial Group Inc Full time

NOTE**
- **Salary Range is based on industry experience - IFIC / Life Insurance licensing. **_
- **This is not a work from home position. 5 years experience required working in financial services.**_

**JOB PURPOSE**:
The Executive Assistant will perform administrative support in a highly responsible manner for the 3 financial advisors while demonstrating confidentiality and discretion. Responsibilities include reception, screen & direct calls, managing calendars, data entry & management of purchased product, coordinate business meetings and events, greet and provide internal/external customer support, work with the team in a collaborative effort and provide support where needed. Performs a wide variety of duties that require confidentiality, initiative, tact, maturity and independent judgment.

**QUALIFICATIONS & REQUIREMENTS**:

- IFIC license preferred / Life Insurance License an asset
- Requires strong computer skills. Essential computer skills required include strong user skill for Word, Excel, Outlook and ACT.
- Flexibility to adapt to a fast paced and ever changing work environment, excellent interpersonal skills, project coordination experience, and the ability to develop effective working relationships with all advisors and other admin staff, as well as outside clients and vendors.
- Excellent communication, organization and time management skills
- Tactful, diplomatic, professional & discreet
- Proven ability to operate independently with initiative with mínimal direction
- Strong team player
- Previous experience as an Executive Assistant preferably within the financial industry.
- ______________________________________

**DUTIES & RESPONSIBILITIES**:

- Provide administrative support to the advisors as required
- Work within the admin team in a collaborative effort and provide support where needed
- Screen and direct incoming calls providing a friendly and professional greeting, taking messages as appropriate, and eliciting necessary information to allow timely and accurate responses. Respond where appropriate.
- Greet clients, staff and visitors to the office.
- Schedule appointments, update & manage calendars.
- Screen and distribute incoming correspondence, responding where appropriate.
- Preparation of business presentations. This may include many highly sensitive documents, memos, contracts and proposals.
- Prepare agendas and background material for various meetings; collect reports from appropriate staff, follow up on action items, ensure reports follow required format and e-distribute to meeting participants.
- Organize meetings and/or special events, etc.
- Develop and maintain well organized filing system that permits easy reference and rapid retrieval of information for advisors.
- Special organizational and research projects as directed.
- Responsible for continuously expanding and updating professional knowledge and honing training skills in order to enhance individual and team innovation and productivity.
- Assisting in planning of staff social events
- Support and encourage the Guiding Values personally as well as within the department - Positive and Passionate, Teamwork, Achieve, Respect and Empowerment
- Support an environment of empowerment for team and colleagues with the resources, tools and support they need to encourage them to anticipate and exceed our guest's expectations.
- Responsible for nurturing a service focused environment to achieve our goal of unparalleled guest loyalty.

**Salary**: $53,000.00-$63,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance

Schedule:

- 8 hour shift

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- Barrie, ON: reliably commute or plan to relocate before starting work (required)

Work Location: One location


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