Administrative Assistant

2 weeks ago

Waterloo ON NJ P, Canada Fox Financial Planning Full time $40,000 - $60,000 per year

Position Summary:

The Administrative Assistant provides complete administrative support as well as develops, implements and maintains support systems, while operating in a fast-paced, confidential, multitasking environment. Situations may arise when variations in workloads, periodic responsibilities, or special projects and events require overtime work for the job to be completed.

Responsibilities:

  • Receive client inquiries on behalf of the Advisor and determine appropriate course of action. This may include proactively investigating and resolving client problems and recording the nature of the inquiry and advising the Advisor.

  • Contact clients and schedule appointments for the Advisor.

  • Sorting/distributing incoming mail and maintaining and updating email correspondence;

  • Processing/reviewing daily business transactions regarding client accounts and managing/updating client databases;

  • Preparing and maintaining client files, paperwork, and meeting notes;

  • Managing/updating client databases;

  • Managing office supply inventory;

  • Support client events by booking sites and sending marketing material to clients and prospects.

Qualifications:

  • Administration Diploma or other Postsecondary degree in a relevant discipline or equivalent experience.

  • Strong computer skills with the Office 365 (Outlook, Word, Excel, Power Point);

  • Customer service orientation with a demonstrated ability to interact professionally with clients; both in a virtual environment and in person;

  • Discretion and ability to organize and prioritize multiple tasks under tight deadlines.

Other Information:

  • This is a full-time position covering the absence of an employee on maternity leave for 1 year.

Submit your resume and cover letter to

Job Type: Full-time

Pay: $20.00-$25.00 per hour

Expected hours: 35 – 40 per week

Application question(s):

  • Do you have experience SalesForce and/or Microsoft Outlook?

Education:

  • Secondary School (preferred)

Experience:

  • Administrative Assistants & Receptionists: 1 year (preferred)

Work Location: In person

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