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Appointment Coordinator/administrative Assistant

2 weeks ago

Elmvale, Canada ClearView Financial Solutions Inc. (CVFS.ca) Full time

**Overview**
We are seeking a out-going, detail minded and organized Marketing Administrative/ Appointment Co-Ordinator Assistant to join our financial team.

This position requires strong clerical skills, attention to detail, and the ability to handle multiple tasks simultaneously in a fast-paced environment and creativity skills for our business.

**Responsibilities**
- Manage and coordinate appointment schedules for clients, ensuring optimal use of time and resources.
- Communicate effectively with clients to confirm appointments, provide reminders, and address any inquiries.
- Maintain accurate records of appointments, cancellations, and rescheduling in the system.
- Perform clerical duties including data entry, filing, and maintaining organized documentation.
- Update designs in Adobe Creative Suite, Photoshop
- Proofread documents to ensure accuracy and completeness before distribution.
- Support for CFP before, during and after meetings in office

**Skills**
- Must be highly proficient in Microsoft Office Suite (including Outlook, Bookings, Excel and Powerpoint.
- Strong organizational skills with the ability to prioritize tasks effectively.
- Proficiency in data entry and clerical work with a keen eye for detail.
- Previous experience in financial industry preferred but not limited to.
- Familiarity with Hubspot/Sales Force preferred but not limited to.
- Excellent proofreading skills to ensure high-quality documentation.
- Ability to type efficiently and accurately while managing multiple responsibilities.
- Strong communication skills, both verbal and written, to interact professionally with clients and team members.
- Update online web and social media content and track sales and marketing metrics.
- Other duties assigned
- Ability to work a flexible schedule including Saturday mornings when required and a evening a week.

Join our team

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

Pay: $18.00 per hour

Expected hours: 6 - 9 per week

Schedule:

- Day shift
- Evening shift
- Monday to Friday
- Weekends as needed

**Language**:

- English (preferred)

**Location**:

- Elmvale, ON L0L 1P0 (preferred)

Work Location: In person

Application deadline: 2025-01-20
Expected start date: 2025-02-10