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Administrative Assistant

5 months ago

Burlington, Canada WLWP Wealth Planners Full time

If you are energetic, have a positive attitude, and can adapt to changing demands and pressures to meet deadlines, this position is for you.

The Administrative Assistant is required to perform a range of duties including (but not limited to):

- Prepare files for client meetings, being sure to comply with industry regulations
- Process client requests promptly with a high level of accuracy
- Follow through on client transactions
- General office duties including answering phone calls, bank deposits, scheduling client meetings, and maintaining digital filing systems

**Qualifications**:

- Previous office administration experience
- Previous Industry Experience is an asset
- General computer skills
- Experience using Word and Excel
- Demonstrated ability to perform with accuracy
- Time management skills
- Post-Secondary Education

**Personal Attributes**:

- **Organization**:Excellent time management skills; attention to detail; the capacity to prioritize by assessing situations to determine urgency; ability to develop a work schedule, set goals, create/implement action plans, and monitor progress towards goals; and ability to make clear, timely decisions. Multi-tasking is a must
- **Communication**_: _Excellent oral and written communication skills
- **Needs Assessment**:Anticipate, understand, and respond to the needs of advisors and clients to meet or exceed their expectations
- **Teamwork**:Work cooperatively and effectively with others to set goals, resolve problems, and make decisions to enhance organizational effectiveness; ability to undertake self-directed tasks when necessary
- **Behave Ethically**_**:_Understand ethical behavior and business practices and ensure own behavior and the behavior of others are consistent with these standards and align with the values of the organization
- **Solve Problems**_**:_Assess problem situations to identify causes, gather and process relevant information, generate possible solutions, and make recommendations, and/or resolve the problem
- **Confidentiality**_**:_Maintain confidentiality in all aspects of client, staff, and agency information
- **Accuracy**:Work must be completed in an accurate and timely fashion with a high degree of attention to detail
- **Customer Service**:Provide excellent client service to the clients and advisors to help strengthen relationships. Resolve client service issues quickly and always act in the best interest of the client
- **Independence**_**:_Ability to work efficiently and independently to set priorities and meet goals. An ability to organize yourself and others is essential

**Work Environment**

iA Private Wealth - WLWP Wealth Planners is located in our Burlington office; 35 hours/week, Monday through Friday, 8:30 AM to 4:30 PM
- Entitled to 10 days of paid vacation time per year
- Occasional overtime may be required; compensation will be in the form of time off in lieu as negotiated with management
- Salary and benefits: to be negotiated (dependent on qualifications)
- WLWP Wealth Planners is an equal opportunity employer

Work Remotely
- No

**Benefits**:

- Dental care
- Extended health care
- RRSP match

Schedule:

- 8 hour shift
- Monday to Friday

COVID-19 considerations:
Covid-19 Vaccine Policy

Work Location: One location