Mutual Fund Administrative Assistant

3 days ago


Red Deer, Canada Achieve Excellence Investments Inc. Full time

We are seeking an administrative assistant to work full-time with our Financial Advisor. We are looking for someone to join our team who is a quick learner with a professional attitude, is fluent in English, has an excellent phone manner and works well within a team.

Experience with Microsoft Word, Excel & Outlook and with data entry software would be an asset.

Alberta Insurance Courses and Mutual Fund Administrative courses plus experience in the industry are definitely an asset.

Duties included but not limited to will be, reception, file management, client support, pre-populating of forms & client documents, maintaining excel spreadsheets, database entry & management.

We thank all applicants for your interest but only those selected for an interview will be contacted.

**Job Types**: Full-time, Permanent

**Salary**: $18.00-$22.00 per hour

**Benefits**:

- On-site parking

Schedule:

- Day shift
- Monday to Friday

COVID-19 considerations:
We ask that all employees be vaccinated.

**Education**:

- AEC / DEP or Skilled Trade Certificate (required)

**Experience**:

- administrative assistant: 2 years (required)

Licence/Certification:

- Mutual Fund Assistant or Alberta Insurance Council courses (preferred)



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