Financial and Marketing Administrative Assistant

6 hours ago

Barrie, Canada ClearView Financial Solutions Inc. Full time

**Who we are**

ClearView Financial Solutions offers tax and financial planning services based on the importance of building savings with tax strategies and providing comprehensive planning for all stages of life. We help clients create plans based on sound advice and help them discover the best strategies to meet their objectives, leading them to a successful financial future.

We are expanding our team, located in Barrie, Ontario, by adding a financial and marketing administrative assistant.

We are looking for someone located within the Barrie, ON area as the position is hybrid which will require in office meetings.

The primary focus of the financial and marketing administrative assistant will be to help enhance client services and sales for our existing investment and tax clientele.
- Ability to work accurately, responsively, efficiently and effectively both independently and as a part of a team
- A desire to help people plan for their future and the ability to motivate them to make decisions and act (sales ability)
- Internal drive, an entrepreneurial spirit, and desire to grow
- A friendly, positive, and personable nature with the ability to build relationships
- Professional verbal and written communication skills
- Strong organizational, time management, communication and priority setting skills to meet deadlines
- Ability to multi-task while maintaining a high degree of accuracy
- Excellent telephone and interview skills.

**What you will be doing**
- Review and respond to clients changing needs and financial circumstances
- Provide exceptional relationship attention and service to all clients
- Maintain and create marketing including social media and presentations
- Actively prospect within the existing block of clients to grow the client base and continue to build intergenerational business
- Input client data in financial planning software and identify problem areas and opportunities

We are looking forward to getting to know you.

**Job Type**: Part-time
Part-time hours: 15 per week

**Salary**: From $18.00 per hour

Schedule:

- Day shift

Supplemental pay types:

- Commission pay

  • Insurance Administrative Assistant

    2 weeks ago

    Barrie, Canada Adams and Associates Financial Solutions Inc. Full time

    Who we are We are Adams & Associates Financial Solutions, a progressive financial services firm located in Barrie, ON. We pride ourselves on educating clients and helping them determine the best strategies to meet their objectives. We are expanding our team by adding an Administrative Assistant with an insurance focus. We offer a comprehensive benefit...

  • Certified Financial Planner

    3 weeks ago

    Barrie, Canada Raymond James Financial Full time

    Job Description Raymond James Ltd. is seeking an experienced Associate Advisor/Associate Portfolio Manager to work in our Barrie office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management...

  • Certified Financial Planner

    3 weeks ago

    Barrie, Canada Raymond James Financial Full time

    Job Description Raymond James Ltd. is seeking an experienced Associate Advisor/Associate Portfolio Manager to work in our Barrie office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs....

  • Administrative Assistant

    1 week ago

    Barrie, Ontario, Canada Fountain Tire Full time $24,000 - $60,000 per year

    OverviewSteer your career in the right direction and join Fountain Tire Barrie We are currently looking for an Administrative AssistantAt Fountain Tire, our associates are our number one asset. As a member of our team, you will get to enjoy some of our great benefits:What's in it for you?Competitive compensation starting at $20 per hour Comprehensive...

  • Administrative Assistant

    2 weeks ago

    Barrie, Ontario, Canada Fountain Tire Full time $40,000 - $60,000 per year

    OverviewSteer your career in the right direction and join Fountain Tire Barrie We are currently looking for an Administrative AssistantAt Fountain Tire, our associates are our number one asset. As a member of our team, you will get to enjoy some of our great benefits:What's in it for you?Competitive compensation starting at $20 per hourComprehensive health,...

  • Administrative Assistant

    1 week ago

    Barrie, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Licensed Assistant

    3 weeks ago

    Barrie, Canada Raymond James Financial Full time

    Job Description - Licensed Assistant (2500702) Licensed Assistant - 2500702 Raymond James Ltd. is seeking an experienced Licensed Assistant to work in our Barrie office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions...

  • Licensed Assistant

    3 weeks ago

    Barrie, Canada Raymond James Financial Full time

    Job Description - Licensed Assistant (2500702) Licensed Assistant - 2500702 Raymond James Ltd. is seeking an experienced Licensed Assistant to work in our Barrie office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions...

  • Administrative Assistant

    2 weeks ago

    Barrie, Canada Fountain Tire Full time

    Overview Steer your career in the right direction and join Fountain Tire Barrie! We are currently looking for an Administrative Assistant!At Fountain Tire, our associates are our number one asset. As a member of our team, you will get to enjoy some of our great benefits:What’s in it for you?Competitive compensation starting at $20 per hourComprehensive...

  • Investment Specialist, Administrative Assistant

    2 days ago

    Barrie, Canada Scotiabank Full time

    Requisition ID: 176499 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job** The Investment Specialist, Administrative Assistant will be responsible for working with an Investment Specialist(s) in support of their development of new wealth management business relationships in target markets....