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Executive Assistant

3 weeks ago

Woodstock ON NS K, Canada Vancea Financial Group Full time

Job Summary:

We are seeking a highly organized and proactive Executive Assistant to support a Financial Advisor

Responsibilities:

-The ideal candidate will provide administrative assistance and ensure smooth operations within the office.

- Manage calendars, including scheduling meetings and appointments

- Handle incoming and outgoing communications, including phone calls and emails

- Maintain electronic filing systems, ensuring accuracy and efficiency

- Assist in clerical tasks such as data entry and scanning documents

- Utilize software applications such as Outlook Calendar, DocuSign, and Microsoft Dynamics

- Provide support in organizing meetings

- Handle sensitive information with confidentiality and discretion

Experience:

- Proven experience as an Executive Assistant or similar role

- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)

- Familiarity with phone systems and office equipment

- Strong organizational skills with the ability to multitask and prioritize workload effectively

- Excellent written and verbal communication skills

- Attention to detail and accuracy in all tasks performed

Nice-to-Have Skills:

- Experience with financial and estate planning

- Basic knowledge of investing

- Familiarity with various administrative tasks within an office setting

This is a full-time position offering competitive compensation. If you are a dedicated professional with exceptional organizational skills and a proactive approach to supporting executives, we encourage you to apply for this rewarding opportunity.

Job Type: Full-time

Pay: $42,000.00-$52,000.00 per year

Benefits:

  • Company events
  • Dental care
  • Disability insurance
  • Employee assistance program
  • Extended health care
  • Life insurance
  • Paid time off
  • RRSP match

Education:

  • Secondary School (preferred)

Work Location: In person