Executive Assistant

1 week ago

Saskatoon, Saskatchewan, Canada Disability Solutions Full time

About our company:

At Disability Solutions, we strive for excellence in team collaboration and a commitment to outstanding service.

We are Canada's leading independent disability support providers, offering high-quality services and solutions to Canadians seeking customized assistance for their needs.

The Role

The primary objective of the Administrative Assistant is to provide exceptional support to one of our high-producing teams in ensuring clients receive unparalleled service.

We seek a highly motivated individual with exceptional administrative skills and a dependable nature. The ideal candidate will possess the ability to work under pressure both independently and as part of a team, effective time management skills, a focus on customer service, and a willingness to exceed expectations.

  • Deliver accurate, organized, and efficient administrative support to two advisors on a fast-paced growing team;
  • Be responsible for and support the team with paperwork & manage head office correspondence;
  • Basic financial administrative duties including sending funds, address changes, client account agreement updates, and other documents in the everyday management of clients' financial accounts;
  • Communicate internally with various operational and administration departments;
  • Process and follow up on security transactions and transfers;
  • Assist during tax reporting season, liaising with tax professionals & clients to provide details, slips, and updates as required;
  • Handle incoming and outgoing phone calls with clients and respond to requests for information;
  • Schedule and organize client meetings;
  • Maintain Financial Advisor files;
  • Perform general office duties;
  • Prepare for client meetings
What We Offer

We prioritize our associates' growth and development. Our competitive compensation package includes Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement, and many more.

Requirements
  • A genuine interest and willingness to learn basic fundamental concepts, practices, and procedures used in the industry;
  • A working knowledge of administrative processes and procedures;
  • Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook), Internet Explorer;
  • Knowledge of Goldmine & Dataphile Software an asset;
  • Excellent verbal and written communication skills;
  • Strong organizational and problem-solving skills;
  • Meticulous attention to detail;
  • Exercise tact and discretion in handling confidential information;
  • The ability to handle confidential information;
  • The ability to work in a team environment and demonstrate professionalism;
  • Self-starter attributes, motivated, hardworking, with the ability to prioritize tasks, multitask, work within deadlines in a high-volume environment, and provide necessary follow-up while maintaining a high level of service.
Compensation and Benefits

The estimated annual salary for this position is $45,000 - $55,000, depending on experience. Our comprehensive benefits package includes health insurance, retirement savings plan, stock purchase plan, paid time off, volunteer days, discretionary bonuses, and tuition reimbursement.

We encourage our associates at all levels to grow professionally, inspire others, work collaboratively, make prompt decisions, act with the client in mind, take ownership, hold themselves accountable, contribute to our continuous evolution, honor individuality, and strive for equal opportunities.

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