Financial Services Administrative Assistant

3 weeks ago


Concord, Canada Jaymie Bongard Financial Full time

**About us**

We are a small team of financial advisors with over 30 years of industry experience. We specialize in life insurance, group insurance, various individual health & dental insurance, and investments including registered and non-registered accounts (primarily segregated funds and mutual funds).

**Role Description**

This is a full-time on-site role for an Administrative Assistant located in Vaughan, ON. The Administrative Assistant will be responsible for providing administrative support to two financial advisors in a fast-paced environment.

**Responsibilities**:

- Organize and schedule appointments
- Answer and direct phone calls
- Handle client servicing tasks (e.g. respond to client inquiries, send out premium reminders, prepare & submit paperwork for policy changes, follow up on pending items, etc)
- Check external inboxes for correspondences from insurance providers and save them to client files
- Maintain and update client records and digital document filing system on a regular and timely basis
- Support other team members as needed

**Qualifications**
- Excellent communication and customer service skills
- Strong organization and time management skills
- Exceptional attention to detail and problem solving skills
- Ability to prioritize and handle multiple tasks simultaneously
- Must be a team player
- Fluent in English
- Comfortable working in a shared office setting
- Experience and competency in handling customer service requests independently in an administrative role preferred

**Education**
- Post-secondary degree or diploma preferred

**Salary**: $40,000.00-$44,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- On-site parking
- Paid time off
- Tuition reimbursement

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Work Location: In person

Expected start date: 2024-03-18



  • Concord, Canada DEG Services Full time

    **Position Summary** This position provides day-to-day administrative and general office support to DEG Services **Key Responsibilities**: - Administrative and general office support for the overall department and more specifically, the Chief Officers. - Conduct research, compile data, and prepare information as requested for review and consideration by...


  • Concord, Canada My Baskets Full time

    Our company is currently seeking a Administrative Assistant (working knowledge of Quick Books Online preferred) to join our team! **Responsibilities**: - Fulfill orders from our website. - Making UPS shipping labels - Answer the phone. Taking the orders over the phone. - Picking the baskets for delivery. - Handle operational requirements throughout the...


  • Concord, Canada My Baskets Full time

    Our company is currently seeking a Administrative Assistant (working knowledge of Quick Books Online preferred) to join our team! **Responsibilities**: - Fulfill orders from our website. - Making UPS shipping labels - Answer the phone. Taking the orders over the phone. - Picking the baskets for delivery. - Handle operational requirements throughout the...


  • Concord, Canada Condor Properties Full time

    Working with the Director of Construction, the Construction Administrative Assistant helps facilitate the day-to-day functions and provide strong administrative support. You will coordinate with other leaders and teams to drive productivity and efficient communication to achieve the task at hand. **Responsibilities**: **General**: - Provide direct...


  • Concord, Canada GG FREIGHT SERVICES INC. Full time

    Education: College/CEGEP - Experience: 1 year to less than 2 years **Tasks**: - Determine and establish office procedures and routines - Manage contracts - Answer telephone and relay telephone calls and messages - Answer electronic enquiries - Compile data, statistics and other information - Advise senior management - Oversee payroll administration -...


  • Concord, Canada Safeline Group of Companies Full time

    **About the Company**: Safeline Group of Companies is a leading organization in Ontario, specializing in comprehensive safety solutions and services. With more than 15 years of experience, we partner with businesses across sectors to promote safe work environments and protect valuable assets. Our customized services, including risk assessments, training, and...


  • Concord, Canada Safeline Group of Companies Full time

    **About the Company**: Safeline Group of Companies is a leading organization in Ontario, specializing in comprehensive safety solutions and services. With more than 15 years of experience, we partner with businesses across sectors to promote safe work environments and protect valuable assets. Our customized services, including risk assessments, training, and...


  • Concord, Canada Rentokil North America Full time

    Overview: **Administrative Assistant** Are you passionate about customer service? Looking to build your career in an exciting industry and a growing world class organization? Come see why so many of our team members recommend us to their friends! **Who are we?** *** Rentokil Canada Corporation is proud to be a member of the Rentokil family of companies...

  • Financial Analyst

    1 week ago


    Concord, Canada Part Time CFO Services Inc. Full time

    This is a new role within a rapidly growing logistics business, so presents an excellent opportunity for the right-minded individual to contribute and be involved in a wide range of Financial activities. If you enjoy working in a dynamic environment, then this role is for you. **Job Duties**: - Full life cycle financial accounting, including financial...


  • Concord, Canada York Metal Products Full time

    **Reception & Administrator Assistant** **Full-time, Permanent** **Location: On-site** **Responsibilities** - Provide professional and efficient administrative support services. - Provides strong administrative support to the Senior Leadership Team and as needed across the entire organization. - Order Entry of Customer Purchase Orders on a daily basis....


  • Concord, Canada BEVELLED EDGE MARBLE AND GRANITE Full time

    We are looking for a friendly, detailed oriented person to join our growing team. The primary role of this position will be processing orders, scheduling appointments, answering phones, relaying messages and greeting customers. - Fluent in google calendar, excel and word - Excellent customer service - Project coordination - CAD experience an asset -...


  • Concord, Canada Ecs engineering and construction Full time

    ECS Engineering & Construction Ltd. a well-established Ontario Based Company providing quality construction services We are looking for an Administrative Assistant to join our team. We would like you to be able work independently as well as in a team environment, have a friendly professional manner and excellent written and verbal communication...


  • Concord, Canada Safeline Group of Companies Full time

    **About the Company**: Safeline Group of Companies is a leading organization in Ontario, specializing in comprehensive safety solutions and services. With more than 15 years of experience, we partner with businesses across sectors to promote safe work environments and protect valuable assets. Our customized services, including risk assessments, training, and...


  • Concord, Canada Green Again Irrigation Full time

    Overview: We are seeking a detail-oriented and organized Receptionist/Administrative Assistant to join our team. This position requires a blend of administrative and customer service skills to ensure smooth office operations. **Responsibilities**: - Have a huge knowledge of mapping, must know every region in Ontario--- this is an important role in our job...


  • Concord, Canada Perri's Corporation Full time

    **About Perri's Leathers** Perri's Corporation is pleased to offer full-time employment opportunities as an Administrative Assistant. We are confident you will find this position both rewarding and challenging as you become part of our great team. **Why Perri's Leathers?** Perri's Leathers Ltd. offers a broad and exciting variety of employment...


  • Concord, Canada Precision Rewind Services Full time

    Duties include; - Assisting Customers with order requests - Data Entry and Order Follow up - Preparing Spreadsheets - Filing - Answering phones Working hours are Monday to Friday - 7:30 am to 4:30 pm. **Job Types**: Full-time, Permanent **Salary**: $45,000.00-$50,000.00 per year **Benefits**: - Dental care - Extended health care - Paid time off - Vision...


  • Concord, Canada Vinyl Pro Full time

    **About the company** Vinyl Pro Windows System is more than just a window manufacturer; we redefine the traditional business model by fostering genuine, personal connections with our clients. Our commitment to excellence is evident in our meticulous craftsmanship and use of premium materials. With expedited delivery and unwavering support, we ensure your...


  • Concord, Canada Condor Properties Full time

    The Property Administrator is a key member of the Property Management Team providing full administrative support. Reporting to the Property Manager, this role is responsible for a variety of services related to the operation of retail properties inclusive of but not limited to bank deposits, accounts receivable, accounts payable processing, rent roll review...


  • Concord, Canada Gottardo Group of Companies Full time

    Job Position: Administrative Assistant (Full Time Position)We are Real Estate Developers, Design Builders and General Contractors of office, commercial and industrial properties.Head Office is located in Vaughan.Position Summary:We are seeking an experienced Administrative Assistant, providing day-to-day administrative duties and support to the President &...

  • Executive Assistant

    1 week ago


    Concord, Canada Lemaitre Vascular Full time

    Overview: LeMaitre is a leading global innovator, manufacturer and marketer of devices, implants and services for the treatment of peripheral vascular disease. We’re proud to provide vascular surgeons with the solutions they need to diagnose and heal their patients. We are seeking a highly organized and detail-oriented Executive Assistant to provide...