Administrative Assistant

2 weeks ago

Waterdown, Canada Continuum II Inc Full time

**Company Brief**:
At Continuum II we value clarity, simplicity, and wellbeing. We are looking for an administrative assistant, with an interest in investment services, to join our team that feels the same way as we do If you can answer a resounding yes to the following, we want to hear from you
- It’s not just what I do, it’s where I do it and who I work with that matter.
- I am committed to working hard and value my well-being. A morning stroll with my co-workers planning the day sounds fun and refreshing (literally). Participating in developing the annual plan, team lunches and going on a company trip when we achieve our goal all sounds like it is right up my alley
- I love to make things better and thrive in an environment where I can make improvements and a difference. I strive to not just do a good job but a great one and get jazzed when I can make someone’s day.
- Fantastic Customer service means something to me
- I use technology to its full potential and would enjoy a paperless office.

Are you looking to build a career in a growing company with a dynamic team?
We’re a relationship focused company that values our clients and our team. Continuum II Inc. works with business owners and executives providing financial wellbeing. Services include employee benefits, investments, insurance, financial planning, and HR consulting. Since every person and company is unique, we believe unique solutions are required. We are proud of our positive work environment where our team is given the opportunity to make a positive difference which in turn improves their wellbeing and the company’s wellbeing.

**Responsibilities**:

- Processing, confirming and following-up on client documentation for proper maintenance of accounts in a timely manner.
- Assist with client reviews, including preparing advisor-proposed recommendations, and other work that is delegated from other team members.
- Maintaining client lists and compiling statistical information and reports, including assembling data and preparing periodic and special reports, manuals, and correspondence.
- Performing additional administrative duties as required, including finding efficiencies and improving processes.
- Assist in other clerical work as it comes up and helping the team.

**Job Requirements**:

- Post-secondary education.
- One-year administrative experience preferred.
- Strong attention to detail is a must.
- Highly organized and able to meet deadlines.
- Great analytical and critical thinking skills.
- Excellent interpersonal, written, and verbal communication skills.
- Customer service focused.
- Self-starter and able to work independently with mínimal supervision.
- Quick learner who is open to learning new things.
- Computer literacy is a must as we are a paperless office with a strong knowledge of Adobe and Microsoft Products.

What is in it for you?
- Inclusive benefits package.
- Company matching Group RRSP.
- Unique team-focused culture.
- Birthday and anniversary lunches.
- Professional Development opportunities.

Application deadline is on or before Friday, December 1, 2023. No faxes or phone calls please. Only those applicants under consideration will be contacted.

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