Administrative Assistant
2 weeks ago
Overview:
We are seeking an Administrative Assistant reporting to Ross Campbell. Be part of a growing firm with potential for future career development.
A. Ensure a high level of client service by:
- Arranging and scheduling client meetings and appointments.
- Entering notes in a contact management system.
- Responding to client inquiries and issues in a timely, responsive manner and escalating when appropriate.
- Ensure all client interaction is accurately documented.
- Assisting the Financial Advisor for client meetings.
- Scanning documents into our Client Management system.
- Filing
- Prepare client statements.
- Prepare Investment proposals using approved software.
- Assisting Financial Advisor with compliance related documentation.
B. Contribute to the effective functioning of the branch team by:
- Building effective working relationships across the team with various business lines and corporate contacts.
- Maintaining a high level of customer service.
- Facilitation open and honest communication.
- Actively sharing knowledge and experience to enhance the development of all team members.
Strong administrative, problem solving and organizational skills.
Self-motivated and positive attitude.
Education and Work Experience
- Desire to work in the financial planning and investment area.
- Word, Excel and Microsoft 365 are required.
- Desire to learn new software programs including Asset Allocation programs, Smart Dox and Docu-Sign.
This position entails working in the office.
Applications will be accepted until Monday, April 21, 2025.
Interviews will start on Tuesday, April 22, 2025.
Please note that we will be moving offices to 555 George Steet North, Peterborough effective June 1, 2025.
**Job Types**: Part-time, Fixed term contract
Contract length: 4 months
Pay: $20.00 per hour
Expected hours: 25 per week
**Benefits**:
- On-site parking
Schedule:
- Day shift
- Monday to Friday
**Education**:
- Secondary School (required)
**Experience**:
- Front desk: 1 year (preferred)
- Administrative experience: 1 year (preferred)
**Language**:
- English (preferred)
Work Location: In person
Application deadline: 2025-04-21
Expected start date: 2025-05-05
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