Administrative Assistant

2 weeks ago

Tecumseh, Canada Copper Tree Financial Full time

Copper Tree Financial is a financial planning office which deals primarily with mutual funds and insurance. We have a great team of people who are dedicated to helping our clients to reach their long-term financial goals through comprehensive financial planning. Our clients are our number one priority, which makes superb client service an imperative in our office.

**Daily Tasks Include**:
1. Scheduling and preparing meetings
- Coordinate and schedule client meetings

2. Processing meeting paperwork
- Organize and scan meeting notes, documents, trade forms, and compliance materials
- Enter client information and trade details accurately into internal systems.
- Process and verify trade orders with precision, ensuring accurate and timely execution
- Fax or e-fax trade confirmation documents to fund companies, ensuring all paperwork is correctly submitted
- Follow up on trades and fund transfers to ensure timely processing and address any discrepancies or delays

3. Filing paperwork
- Organize and maintain digital and physical filing systems for easy retrieval and accurate record-keeping
- Regularly update client and trade files, ensuring they are complete and accurate.

4. Maintaining various record keeping lists
- Keep detailed records of pending client requests and follow-ups
- Accurately record investment contributions and withdrawals on client lists, ensuring compliance with CRA contribution limits

**Required Skills**:
1. Microsoft Word
- Proficient in creating documents and correspondence

2. Microsoft Excel
- Ability to manage spreadsheets

3. Microsoft Outlook

4. Fluent in written and spoken English
- Strong communication skills for both client and team interactions

5. Prior experience in an administrative or financial support
- Experience in an office environment, particularly in financial services, is an asset

**Additional Skills**:
1. Attention to Detail
- Ability to work with a high level of accuracy and thoroughness, ensuring no errors in financial documents

2. Time Management & Multitasking
- Ability to handle multiple tasks simultaneously, prioritize effectively, and meet deadlines in a fast-paced environment

3. Excellent Organizational Skills
- Capability to organize physical and digital files, and manage tasks efficiently

4. Communication Skills
- Clear and concise communication, both written and verbal, with team members and clients

5. A Strong Sense of Responsibility
- Ability to work independently, take initiative, and handle sensitive client information with care

6. Confidentiality
- Commitment to maintaining the privacy and confidentiality of client financial data and documents

**Why Join Our Team?**
- **Impactful Work** - Play a key role in helping clients manage their financial future and contribute directly to their long-term success
- **Collaborative Work Environment** - Work with a supportive and dedicated team of professionals who share your commitment to providing excellent service
- **Competitive Salary** - **Starting wage negotiable based on experience**

**Note**:
Pay: From $19.25 per hour

Expected hours: 40 per week

Work Location: In person

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