Executive Assistant

7 hours ago

Mississauga, Ontario, Canada Longevity Achieved Full time
Executive Assistant Opportunity

We are seeking a highly organized and proactive Executive Assistant to support our Financial Advisors at Longevity Achieved. As a key member of our team, you will play a vital role in ensuring the smooth operation of our office and providing exceptional support to our clients.

Key Responsibilities:
  • Manage calendars, schedule appointments, and organize meetings to ensure seamless communication and coordination.
  • Assist in building and maintaining client relationships by providing excellent customer service and ensuring timely responses to inquiries.
  • Prepare, review, and file client documents with accuracy and attention to detail, ensuring compliance with regulatory requirements.
  • Handle phone calls, emails, and correspondence efficiently, prioritizing tasks to meet deadlines and minimize disruptions.
  • Conduct research on financial products, market trends, and industry regulations to stay up-to-date on industry developments.
  • Assist in planning and organizing client events and seminars, ensuring a high level of professionalism and attention to detail.
  • Maintain accurate records of client interactions and transactions, providing valuable insights for our Financial Advisors.
Requirements:
  • Exceptional time management and organizational skills, with the ability to prioritize tasks and meet deadlines.
  • Strong verbal and written communication skills, with the ability to build and maintain professional relationships.
  • High level of accuracy in preparing and entering information, with a keen eye for detail.
  • Proficiency with MS Office Suite, CRM systems, and other relevant software, with a willingness to learn and adapt to new technologies.
  • Basic understanding of financial services, with a passion for learning and growth.
What We Offer:
  • A dynamic and supportive work environment, with opportunities for growth and development.
  • A competitive salary and benefits package, with performance-based pay and opportunities for bonuses.
  • Access to training programs, mentorship, and continuous learning opportunities, to help you achieve your career goals.
  • A hybrid work environment, with the flexibility to work remotely and in our beautiful office location in Mississauga, ON, Canada.

At Longevity Achieved, we value our team members and strive to create a culture of excellence, unity, and empowerment. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.

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