Administrative Assistant

6 days ago

Waterloo, Canada Fox Financial Planning Full time

Position Summary:
The Administrative Assistant provides complete administrative support as well as develops, implements and maintains support systems, while operating in a fast-paced, confidential, multitasking environment. Situations may arise when variations in workloads, periodic responsibilities, or special projects and events require overtime work for the job to be completed.

**Responsibilities**:

- Receive client inquiries on behalf of the Advisor and determine appropriate course of action. This may include proactively investigating and resolving client problems and recording the nature of the inquiry and advising the Advisor.
- Contact clients and schedule appointments for the Advisor.
- Processing/reviewing daily business transactions regarding client accounts and managing/updating client databases;
- Preparing and maintaining client files, paperwork, and meeting notes;
- Managing/updating client databases;
- Managing office supply inventory;
- Support client events by booking sites and sending marketing material to clients and prospects.

Qualifications:

- Administration Diploma or other Postsecondary degree in a relevant discipline or equivalent experience.
- Strong computer skills with the Office 365 (Outlook, Word, Excel, Power Point);
- Customer service orientation with a demonstrated ability to interact professionally with clients; both in a virtual environment and in person;
- Discretion and ability to organize and prioritize multiple tasks under tight deadlines.

Other Information:

- This is a full-time position covering the absence of an employee on maternity leave for 1 year.

Pay: $20.00-$25.00 per hour

Expected hours: 35 - 40 per week

Application question(s):

- Do you have experience SalesForce and/or Microsoft Outlook?

**Education**:

- Secondary School (preferred)

**Experience**:

- Administrative Assistants & Receptionists: 1 year (preferred)

Work Location: In person

  • Administrative Assistant

    2 weeks ago

    Waterloo, Canada ARS Global Emergency Management Full time

    **ARS / Global Emergency Management** is a proud leader in disaster mitigation and property restoration. With a commitment to quality and over 60 years of experience, we are dedicated to meeting the needs of insurers, agents, brokers, and most importantly, the policy holder. We serve property owners of all types with restoration services resulting from...

  • Administrative Assistant

    6 days ago

    Waterloo, Canada ARS Global Emergency Management Full time

    **ARS / Global Emergency Management** is a proud leader in disaster mitigation and property restoration. With a commitment to quality and over 60 years of experience, we are dedicated to meeting the needs of insurers, agents, brokers, and most importantly, the policy holder. We serve property owners of all types with restoration services resulting from...

  • Administrative Assistant

    4 hours ago

    Waterloo, Canada CBI Health Full time

    **PRIMARY DUTIES** As an Administrative Assistant you will: - Direct incoming calls received, and document as needed - Utilize scheduling software - Pulls information used for appointments, file charts, reports and other correspondence - Enters and tracks client data and client information changes - Act as the point of contact for internal and external...

  • Administrative Assistant

    2 weeks ago

    Waterloo, Canada Spectramedx Inc. Full time

    Spectramedx is looking for talented individuals to join our Waterloo team to fill the role of Administrative Assistant. The role requires physical presence at our Waterloo office in performing administrative duties and office management. **Requirements**: - Minimum 2 years experience within Administrative Assistant position - Office Administration degree...

  • Administrative Assistant

    4 days ago

    Waterloo, Canada Spectramedx Inc. Full time

    Spectramedx is looking for talented individuals to join our Waterloo team to fill the role of Administrative Assistant. The role requires physical presence at our Waterloo office in performing administrative duties and office management. **Requirements**: - Minimum 2 years experience within Administrative Assistant position - Office Administration degree...

  • Administrative Assistant

    1 week ago

    Waterloo, Ontario, Canada CBI Home Health Full time $35,000 - $41,000 per year

    Administrative Assistant: WaterlooFull-Time Temporary: 6 Months ContractAs an Administrative Assistant within CBI Health, you will help be the face and voice of this accredited, innovative community health care organization providing high-quality services throughout Waterloo and surrounding area. This position is based in our Waterloo Home Health office and...

  • Administrative Assistant

    5 hours ago

    Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 1 year.** The Administrative Assistant is responsible for providing overall administrative assistance for the Director and operational duties for the Alumni Relations (AR) team that contributes to team success. It is the responsibility of the Assistant to work predominantly with the Director as a key contact for all internal and external...

  • Administrative Assistant

    2 days ago

    Waterloo, Ontario, Canada University of Waterloo Full time $46,000 - $57,518 per year

    At the University of Waterloo, we create and promote a culture where everyone can reach their full potential. As an employee, you get support & opportunities that empower you to advance your career. Explore how we can bring big ideas to life, together. The University is a welcoming workplace for those of all abilities, interests, and expertise. As part of...

  • Administrative Assistant

    2 days ago

    Waterloo, Ontario, Canada University of Waterloo Full time $46,015 - $57,518

    At the University of Waterloo, we create and promote a culture where everyone can reach their full potential. As an employee, you get support & opportunities that empower you to advance your career. Explore how we can bring big ideas to life, together. The University is a welcoming workplace for those of all abilities, interests, and expertise. As part of...

  • Administrative Assistant

    1 week ago

    Waterloo, Canada DEI Consulting Engineers Full time

    **Overview** DEI Consulting Engineers is a professional mechanical and electrical consulting engineering firm providing services to architects and building owners in the building service industry since 1999. With a comprehensive list of completed projects ranging from residential, education, institutional, recreational, and commercial, DEI Consulting...