Advisor- Administrative Assistant

1 week ago

Hamilton, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

**Part Time Administrative Assistant**

You will act with the utmost confidentiality when organizing, coordinating, and providing administrative support to the Advisor. You are a detail-oriented, organized, and self-motivated individual who is competent in prioritizing tasks and working with little supervision. You will create meaningful relationships with our clients by paying attention to ‘the little things’ that make a client experience exceptional. Position is Part Time, Flexible work times, work from home and office.

**Qualifications**
- Positive attitude, exceptional people skills, interpersonal and communication
- Great attention to detail, ability to prioritize and work to deadlines
- Effective multi-tasker, flexible and adept at handling fluctuating workloads
- Professional integrity and commitment
- Highly adaptable, agile and poised when faced with change and/or ambiguity
- Previous success in an administrative role; preferably in a financial services sector
- Excellent computer skills and a high proficiency with a variety of computer software programs including, Microsoft Word, Excel, experience using a CRM tool, and various social media platforms

**Responsibilities**
- Providing administrative support to the Advisor and their clientele in a professional manner
- Product company interaction; various insurance companies and investment/mutual fund dealers
- Data entry, problem resolution, transaction follow up, generating reports as required
- Presentation preparation and marketing support
- Preparing and maintaining electronic and/or paper files and records

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