Administrative Assistant
3 weeks ago
**Summary of Role**:
Assante Financial - Fenlon Division is currently looking to hire a full-time Administrative Assistant to provide administrative support to a Financial Advisory team in the day-to-day operations of an established practice.
**Duties and Responsibilities**
- Calendar management - scheduling appointments, calendar reviews
- Execution and reconciliation of time sensitive trades
- Prepare client meeting materials, including statements and investment reports
- Liaise with cross functional groups on transfers, administration and maintenance issues
- Maintain various databases, records and other documents
- Assist with social media strategy and ongoing management of social media accounts
- General office and administrative duties as required
**Educational Requirements**:
- Post-secondary education
**Knowledge, Skills, and Abilities**
- Customer service skills with the ability to maintain a high level of confidentiality
- Professional and adaptable with excellent oral and written communication skills
- Intermediate level skills in Microsoft Office (Word, Excel, PowerPoint and Outlook)
- Strong organizational skills with the ability to prioritize and multitask
- Attention to detail and accuracy
- Experience with Salesforce/Navigator, is an asset
- Experience with preparation of personal income tax returns, is an asset
**Salary**: $40,000.00-$50,000.00 per year
Flexible Language Requirement:
- French not required
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Kingston, ON K7L 3A9: reliably commute or plan to relocate before starting work (required)
**Education**:
- Secondary School (required)
**Experience**:
- Front desk: 1 year (preferred)
- Administrative experience: 3 years (preferred)
Shift availability:
- Day Shift (preferred)
Work Location: In person
Expected start date: 2023-08-07
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