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Administrative Assistant

5 months ago

Niagara Falls, Canada Ross Taylor Financial Corporation Full time

**About the Company**:
Ross Taylor Financial Corporation is an independent financial services firm that offers financial advice, products and services to individuals and families. Our area of expertise is in financial planning, investments and insurance. We are located in Niagara Falls, Ontario.

**Career Opportunity**:
Ross Taylor Financial Corporation is currently seeking an experienced **Licensed Administrative Assistant **to join our team. This role involves assisting the advisor and working as part of a team to prepare materials for client meetings, process account transactions, provide customer service and perform various administrative duties. Meticulous attention to detail is required and a proficiency in math is essential. Must have a pleasant telephone manner and excellent interpersonal skills. This is a permanent, full-time position with group medical benefits offered.

**Key Responsibilities**:

- Prepare client documents and files for client meetings
- Process investment transactions (deposits, switches, redemptions etc.) and submit paperwork and documents as required
- Process life insurance business and submit paperwork as required
- Order entry and tracking of trades
- Maintain and organize client files
- Input data into databases, spreadsheets and financial planning software
- Maintain comprehensive records in contact management system
- Must adhere to compliance rules and regulations
- Perform additional administrative duties as required

**Experience and Education**:

- University degree or College diploma in related field
- LLQP Licensed and/or Mutual Fund Licensed is an asset
- 2-3 years experience in the financial services industry
- Experience in customer service
- Experience with Microsoft programs such as Word, Excel, Outlook
- Aptitude for learning new technology

**Skills and Abilities**:

- Self-starter and independent worker able to manage multiple priorities and demands
- Proficient in math
- Exceptional interpersonal skills
- Excellent time management and organization skills to effectively respond to multiple priorities/deadlines in a fast-paced environment
- Excellent verbal and written communication skills
- Ability to adapt to continuous change

**Office Hours**:
Monday to Friday, 8:30 am to 4:30 pm.

**Job Types**: Full-time, Permanent

**Salary**: $23.00-$24.00 per hour

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- RRSP match
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

**Education**:

- DCS / DEC (required)

Work Location: One location