Executive Assistant
5 months ago
This is a Remote position, however, you must be located in Ontario.**
**Responsibilities**:
- Manage and maintain the financial advisor’s schedule, including scheduling meetings, calls, and appointments
- Creating Daily Overviews of Work
- Coordinate travel arrangements and prepare itineraries for the financial advisor
- Prepare and process new account paperwork and manage the account opening process
- Regular Follow-Up with clients within 24 hours
- Updating Companies Handbook
- Prepare reports and presentations for client meetings
- Assist with the preparation and execution of client events and seminars
- Perform general office duties as required, including filing, scanning, and document management
- Update CRM after each client interaction
**Requirements**:
- Bachelor's degree in business, finance, or a related field is an asset
- 2+ years of experience as an executive assistant in the financial services industry
- Strong organizational skills and attention to detail
- Ability to prioritize and manage multiple tasks simultaneously
- Excellent communication skills, both written and verbal
- Must be able to maintain the confidentiality of sensitive client information
- Self-driven and able to work independently as well as part of a team
**Job Types**: Part-time, Permanent
**Salary**: $20.00-$25.00 per hour
**Benefits**:
- Flexible schedule
- On-site parking
- Paid time off
- Work from home
Flexible Language Requirement:
- French not required
Schedule:
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus pay
Application question(s):
- Do you have a minimum of 2 years of experience as an executive assistant in Financial Services industry
Work Location: Remote
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