Administrative Assistant

Do you have experience or an interest in personal finance and working in the financial services industry? Do you have a good understanding of financial terminology, or an interest in learning more? Do you have a minimum of 2 year’s office administration or customer service experience? Are you looking to join a small, close-knit and supportive team?

If this is you, then our Administrative Assistant position might be right for you.

**About us**:
Royal City Asset Management is dedicated to the needs of our clients. Our philosophy is simple - to help clients create financial well-being while reducing the complexity and stress surrounding their finances. We are driven by strong values of honesty, integrity, and the value of every person, and a commitment to provide a very high level of service, which results in confidence, and peace of mind for our clients and their families.

**What we are looking for**

We are looking for administrative support on a part time or full time basis, with a minimum commitment of 25 hours per week. This is an in-office client-facing role, and we are looking for someone who truly enjoys communicating with clients, someone who is a self-starter and able to work independently with mínimal supervision; we do not micromanage here, we place trust in our employees and respect their abilities.

To be successful in this role, a financial background is not necessarily a requirement (although that will be considered an asset), but you will need good verbal and written skills, and must have strong administrative, problem-solving and customer relations skills. We are looking for someone with a strong work ethic, who is detailed, has excellent organizational and time management skills and can maintain a positive, proactive client service focus while working in a busy, professional environment.

**Job Responsibilities (this is not an exhaustive list)**:

- Aid in the administration of insurance policies, including following up on new business and policy changes.
- Assist with the management of in-force insurance policies.
- Assist clients with account maintenance and updates, and all administrative requirements.
- Maintain and keep our CRM (Customer Relation Management Software) up to date.
- Must hold all client and business-related information in the strictest of confidence, and keep up to date with compliance issues related to the practice.
- Assist in migrating existing paper files into digital documents.
- Assist financial planner with creating insurance quotes and proposals.

**Skills/Experience**:

- 1-2 years administration experience, ideally in the financial services.
- LLQP (Life License Qualification Program) an asset, or willingness to obtain.
- Minimum of 2 years customer service experience.
- Ability to handle many tasks at once and stay extremely organized.
- Ability to maintain the highest level of confidentiality.
- Highly proficient with Microsoft office suite, and able to quickly learn new systems.
- Excellent verbal and written communication.
- Advanced organizational skills specifically around calendar management, scheduling, and the ability to organize, plan, and schedule activities.

**What you can expect from us**:

- 2 weeks vacation plus paid personal days
- An employee Health Spending account
- RSP
- Working in a friendly office environment where all employees, regardless of position, are heard, recognized and valued.
- Flexible hours.

Hourly wage $20-$22.50/hr

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

**Salary**: $20.00-$22.50 per hour

**Benefits**:

- Flexible schedule
- Paid time off

Schedule:

- 8 hour shift
- Monday to Friday

Ability to commute/relocate:

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

**Education**:

- Secondary School (preferred)

**Experience**:

- customer service: 2 years (required)
- Administrative experience: 1 year (required)

Work Location: In person