Administrative Assistant

1 week ago

Kenora, Canada Safety Bay Financial Inc. Full time

**Job Overview**
We are seeking a client-centered person with excellent interpersonal skills to work in a professional, well-established financial planning firm in Kenora. This key position within our firm will provide clerical support to our financial planner and client service to a large number of insurance and investments clients.

**Responsibilities**
- Manage daily office operations by performing clerical tasks such as filing, data entry, and maintaining organized records.
- Provide exceptional customer service by answering inquiries and assisting clients at the front desk.
- Handle multi-line phone system with professionalism and effective phone etiquette.
- Utilize Microsoft Office Suite for document preparation, scheduling, and communication.
- Prepare client files for meetings.
- Support team members with various administrative functions as needed.
- Maintain confidentiality of sensitive information in accordance with company policies.

**Requirements**:

- Experience in an administrative role or similar position.
- Strong computer skills with the ability to learn new software quickly.
- Excellent organizational skills with attention to detail and the ability to manage multiple tasks simultaneously.
- Effective typing skills with a focus on accuracy in data entry.
- Strong proofreading abilities to ensure high-quality documentation.
- Previous experience in the insurance / investment industry is highly desirable.
- Ability to work collaboratively within a team while also being self-motivated. This position offers an excellent opportunity for individuals looking to grow their administrative skills in a dynamic environment. If you are organized, detail-oriented, and enjoy working with people, we encourage you to apply.

Pay: From $40,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- On-site parking
- Paid time off

Work Location: In person

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