Administrative Assistant

5 months ago

Windsor, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

**Administrative Assistant - Windsor**:
**Location**:
Desjardins Financial Security Independent Network - Windsor

3990 Wildwood Drive, Windsor, ON

**Proposed Hours**:
Training Phase - 3-4_ days a week, 4-5 hrs per day,; 20-25 hrs weekly (approx. 4-8 weeks)_

Full Time_ - 5 days a week, 6-7 hrs per day,; 30-37.5 hrs weekly_

You will act with the utmost confidentiality when organizing, coordinating, and providing administrative support to the Advisor, while maintaining our shared goal of creating meaningful relationships and an exceptional experience for our clients. You are a highly organized, detail-oriented, self-motivated individual who is competent in prioritizing tasks and working with little supervision. You are the kind of individual who thrives on paying attention to ‘the little things’ that make a client experience exceptional.

**Qualifications**
- Meticulous attention to details
- Strong interpersonal skills and ability to deal effectively with a variety of clients, colleagues, and advisors
- Excellent problem-solving & decision-making skills
- Ability to exercise sound judgment in responding to advisor inquiries
- Strong organizational and administrative skills, including ability to prioritize and multi-task
- Excellent written communication skills and telephone skills
- Experience in life insurance & investment processing is an asset
- Knowledge with WealthServe and Dataphile an asset

**Core Competencies**
- Organization
- Communication
- Team Work
- Problem Solving
- Accountability and Dependability
- Compliance

**Responsibilities**
- Providing administrative support to the Managing Partner and his clientele in a professional manner
- Supporting Windsor advisors with areas of their admistration
- Communicating with various Head Office and other insurance/investment providers; as well as mutual fund dealers
- Data entry, problem resolution, transaction follow up, generating reports as required
- Presentation preparation, marketing support and filing
- Preparing and maintaining electronic and/or paper files and records

We thank all the Applicants, however, only those under consideration will be contacted.

Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

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