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Financial Administrative Assistant

1 month ago

Oakville, Ontario, Canada AppleOne Full time
Financial Administrative Assistant

We are seeking a highly organized and detail-oriented Financial Administrative Assistant to join our team at AppleOne. As a key member of our financial services team, you will be responsible for providing administrative support to our clients and ensuring the smooth operation of our financial services.

Key Responsibilities:
  • Process and review daily business transactions, including client accounts, invoices, and credit cards.
  • Prepare and maintain client files, paperwork, and meeting notes.
  • Sort and distribute incoming mail, and maintain and update email correspondence.
  • Follow up on action items from completed meetings and maintain regulatory compliance.
  • Collect and prepare loan applications, and confirm client appointments.
Requirements:
  • Diploma or post-secondary degree in a relevant discipline or equivalent experience.
  • Minimum 2 years' experience in the financial services industry or banking.
  • Excellent computer literacy, specifically in Excel, Gmail, Google Drive, Windows, and Adobe.
  • Customer service-oriented and strong communication skills.
  • Professional designation or willingness to acquire one, such as CFP, CPA, PFP, or CSC.

Please submit your resume to apply for this exciting opportunity.