Reception/administrative Assistant

2 weeks ago


Nepean, Canada Potvin Financial Services Full time

Independent financial services firm seeking an experienced administrative assistant to join our team.
- Is driven to succeed
- Has exceptional communication and administrative skills
- Understands the importance of great customer service
- Possess strong computer skills, including high level of proficiency in Microsoft Office
- Demonstrate a high level of organization and attention to detail
- Exhibits initiative and works well in a team environment

**The responsibilities include but are not limited to**:

- Maintaining files and records in client database
- Preparing client review files
- Preparing and mailing client correspondence including statements
- Initiating, tracking, and expediting new account processes, fund transfers and trades
- Supporting advisors with various administrative tasks

**Experience and skills required**:

- Experience in the financial services sector required
- Mutual Fund license (ON) preferred

**Salary**: $18.00-$22.00 per hour

**Benefits**:

- On-site parking
- Paid time off

Schedule:

- Day shift
- Monday to Friday

Work Location: In person

Expected start date: 2023-06-12



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