Advisor Administrative Assistant

3 days ago

Hamilton ON LP V, Canada Desjardins Full time $40,000 - $60,000 per year

Administrative Assistant. Support Role for Financial Advisor

Location: 120 King St. West, Hamilton, ON

Part-Time Hours: 20hrs per week

Desjardins Financial Security Independent Network (DFSIN) is committed to its clients' financial success. As Financial Security Advisors, we constantly strive to offer the best solutions that can help our clients reach their goals.

We are currently searching for individuals having worked in an administrative support role for Financial Advisors to fill the position of Administrative Assistant on a part-time basis. This role ensures the smooth running of a well-established financial services practice and contributes in attaining continued growth by providing superior administrative support to an Insurance and Investment Advisor

The Ideal Candidate

You will act with the utmost confidentiality when organizing, coordinating, and providing administrative support to the Financial Advisor, while maintaining a shared goal of creating meaningful relationships and an exceptional experience for clients. You are a highly organized, detail-oriented, self-motivated individual who is competent in prioritizing tasks and working with little supervision. You are the kind of individual who thrives on paying attention to 'the little things' that make a client experience exceptional.

Qualifications

Previous success in an administrative role is an asset.

Positive attitude, exceptional people skills: interpersonal and communication

An effective multi-tasker, flexible and adept at handling fluctuating workloads

Outstanding organizational skills with a high attention to detail, ability to prioritize and work to deadlines

Highly adaptable, agile and poised when faced with change and/or ambiguity

Professional integrity and commitment

Excellent computer skills and a high proficiency with a variety of computer software programs including, Microsoft Word, Excel, Outlook as well as experience using a CRM tool.

Responsibilities

Providing administrative support to the Advisor and their clientele in a professional manner

Client interaction; answering, screening, prioritizing, and responding to phone calls and emails

Product company interaction; various insurance companies and investment/mutual fund dealers

Data entry, problem resolution, transaction follow up, generating reports as required

Preparing and maintaining client files

We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

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