Executive Assistant

PLEASE DO NOT APPLY IF YOU DO NOT HAVE EXPERIENCE IN FINANCIAL SERVICES (I.E. BANK, TRUST COMPANY, BROKERAGE, FUND COMPANY)
- SALARY RANGE IS BASED ON EXPERIENCE._
- 100% PAID GROUP BENEFITS _

**JOB PURPOSE**:
The Executive Assistant will perform administrative support in a highly responsible manner for a financial advisor while demonstrating confidentiality and discretion. Responsibilities include reception, screen & direct calls, managing calendars, data entry & management of purchased products, coordinating business meetings and events, greeting and providing internal/external customer support, working with the team in a collaborative effort, and providing support where needed. Performs a wide variety of duties that require confidentiality, initiative, tact, maturity, and independent judgment.

**QUALIFICATIONS & REQUIREMENTS**:

- IFIC license
- Requires strong computer skills. Essential computer skills required include strong user skills for Word, Excel, Outlook, and ACT.
- Flexibility to adapt to a fast-paced and ever-changing work environment, excellent interpersonal skills, project coordination experience, and the ability to develop effective working relationships with all advisors and other admin staff, as well as outside clients and vendors.
- Excellent communication, organization, and time management skills
- Tactful, diplomatic, professional & discreet
- Proven ability to operate independently with an initiative with mínimal direction
- Strong team player
- Previous experience as an Executive Assistant preferably within the financial industry, some payroll experience an asset.
- ______________________________________

**DUTIES & RESPONSIBILITIES**:

- Provide administrative support to the advisors as required
- Work within the admin team in a collaborative effort and provide support where needed
- Screen and direct incoming calls providing a friendly and professional greeting, taking messages as appropriate, and eliciting necessary information to allow timely and accurate responses. Respond where appropriate.
- Greet clients, staff, and visitors to the office.
- Schedule appointments, update & manage calendars.
- Screen and distribute incoming correspondence, responding where appropriate.
- Preparation of business presentations. This may include many highly sensitive documents, memos, contracts, and proposals.
- Prepare agendas and background material for various meetings; collect reports from appropriate staff, follow up on action items, ensure reports follow required format and e-distribute to meeting participants.
- Organize meetings and/or special events, etc.
- Develop and maintain well-organized filing system that permits easy reference and rapid retrieval of information for advisors.
- Special organizational and research projects as directed.
- Responsible for continuously expanding and updating professional knowledge and honing training skills in order to enhance individual and team innovation and productivity.
- Assisting in the planning of staff social events
- Support and encourage the Guiding Values personally as well as within the department - Positive and Passionate, Teamwork, Achieve, Respect and Empowerment
- Support an environment of empowerment for team and colleagues with the resources, tools, and support they need to encourage them to anticipate and exceed our guest's expectations.
- Responsible for nurturing a service-focused environment to achieve our goal of unparalleled guest loyalty.

**Salary**: $50,000.00-$62,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Paid time off

Schedule:

- 8 hour shift

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- Barrie, ON L4N1K9: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Executive & Personal Assistants: 3 years (required)