Administrative Assistant for Financial Advisor

3 months ago


Richmond, Canada Grandtag Financial Full time

Are you a proactive, organized, and tech-savvy individual looking to join a young and energetic team? We're on the hunt for a *rockstar Administrative Assistant* to support our dynamic Financial Advisor. If you thrive in a fast-paced environment and love staying on top of details, this might just be the perfect fit for you

**What You’ll Be Doing**:*
- Prepping and organizing documents like a pro to keep everything running smoothly.
- Following up on important cases and ensuring nothing falls through the cracks.
- Taking charge of priority tasks and handling client requests with precision and care.
- Coordinating with clients and being the key point of contact between them and our advisor.
- Prioritizing tasks for the advisor so they can focus on what they do best.
- Assisting with documentation that may involve a variety of languages, ensuring clear communication at all times.

**What We’re Looking For**:*
- Computer whiz with solid skills in Word, Excel, Outlook, and PowerPoint.
- Ability to handle documents and correspondence in diverse languages as needed.
- A multitasker who can juggle deadlines without breaking a sweat.
- Great communicator, both in writing and over the phone.
- Self-starter who’s not afraid to take initiative and bring fresh ideas to the table.
- Organized, detail-oriented, and ready to roll up your sleeves.

We’re a young, vibrant team that believes in collaboration, innovation, and having fun while we work. If that sounds like your kind of vibe, we want to meet you

**How to Apply**:*

Shoot your resume and a quick note about why you’d be a great fit via indeed. Let’s make things happen together

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

Pay: $36,000.00-$50,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- Vision care

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

Work Location: In person



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