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Administrative Assistant
1 month ago
We are a well-established organization committed to excellence in financial services. With a proven track record of success, we are seeking a talented and bilingual professional to join our team as an Administrative Assistant. This pivotal role will directly support two financial advisors in overseeing operations, delivering exceptional client service, and contributing to the continued growth of our organization.
**Administrative Assistant**
- Effective Communication: Demonstrate fluency in both French and English while efficiently handling incoming calls, providing information, recording messages, scheduling appointments, and transferring calls as needed.
- Operational Excellence: Assume responsibility for the day-to-day operations of our office, ensuring that processes run seamlessly.
- Regulatory Compliance: Maintain meticulous records for both client and business files, adhering to all compliance regulations.
- Problem Resolution: Address client concerns and inquiries promptly and professionally, consistently upholding our commitment to exceptional service.
- Document Management: Ensure comprehensive and compliant documentation of all interactions with clients.
- Continuous Learning: Participate in ongoing training initiatives to enhance job-related knowledge and skills, supported by sponsored educational opportunities.
- Marketing Coordination: Collaborate in coordinating and managing marketing activities on behalf of our office and advisors to bolster our presence and growth.
- Business Development Support: Assist in devising and executing business development strategies, communications, marketing campaigns, and events as required.
- Efficient Processes: Handle account opening documents, maintain accurate data within our client relationship management software (CRM), and manage incoming and outgoing mail while ensuring timely client correspondence.
**Qualifications and Requirements**:
- Tech Proficiency: Profound competence in MS Office tools, including Excel, Word, Teams, and Outlook.
- Client-Centric Approach: Demonstrate an unwavering commitment to personalized client interactions, catering to special requests and occasions.
- Problem-Solving Prowess: Exhibit initiative, critical thinking, and exceptional client service skills.
- Bilingual Proficiency: Fluent in both written and spoken English and French.
- Time Management Expertise: Demonstrated effective time management skills to ensure efficient operations.
- Adaptability: Embrace change and thrive in a dynamic work environment.
- Confidentiality Champion: Handle confidential client information with the utmost discretion and integrity.
- Multitasking Mastery: Expertise in managing multiple tasks concurrently, meeting stringent deadlines.
- Financial Acumen: Familiarity with Canadian investment products such as RRSP and TFSA is advantageous.
- Financial Industry Exposure: Prior experience in the financial industry is a valuable asset.
**Job Types**: Full-time, Permanent
**Salary**: $35,000.00-$41,000.00 per year
**Benefits**:
- Flexible schedule
- On-site parking
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus pay
- Commission pay
**Education**:
- Secondary School (required)
**Language**:
- English (required)
- French (required)
Work Location: In person
