Administrative Assistant
5 months ago
**About us**
We are professional, engaging, customer-centric, and our goal is to service clients in providing and promoting financial solutions, through the use of investments and insurance to secure their financial future.
**Responsibilities**:
- Provide administrative support to ensure the efficient operation of the office
- Schedule appointments and maintain calendars
- Assist with special projects as assigned
- Use provided programs to manage client investments and policies
**Requirements**:
- Proven experience as an administrative assistant or in a related role
- Proficient in using Microsoft Excel
- Strong organizational skills with the ability to prioritize tasks effectively
- Knowledge of investments and insurance is a plus
- Excellent customer service skills with a professional demeanor
- Ability to handle confidential information with discretion
- Strong attention to detail and accuracy in work
- Ability to multitask and work well under pressure
This is a great opportunity for someone who is organized, detail-oriented, and enjoys providing administrative support. Join our team and contribute to the smooth operation of our office, gaining an in-depth knowledge of the Financial Industry
Pay: $50,000.00 per year
**Benefits**:
- On-site parking
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
**Education**:
- Bachelor's Degree (preferred)
Ability to Commute:
- Oakville, ON L6J 3C7 (required)
Work Location: Hybrid remote in Oakville, ON L6J 3C7
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