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Office Administrative Assistant

2 days ago

Kamloops BC VC A, Canada Composed Financial Full time

Composed Financial (Sun Life Financial Canada) is looking for a experience Office Administrative Assistant to join our team.

Role Summary

We are looking for an enthusiastic Office Administrative Assistant to join our team at Composed Financial. The Assistant will coordinate and deliver exceptional administrative support in the office. A valued member of the team, the Assistant manages scheduling to maximize sales opportunities, welcomes visitors to the office, and helps to create an efficient and compliant office environment

Preferences will be given to those who have a Mutual Fund License.

Those without a Mutual Fund Lisense, must be open to completing after hiring.

Responsibilities

  • Receptionist duties such as greeting the clients and answering phone
  • Schedule appointments and manage advisor's workflow (preparation for client meetings, events, tasks, follow up, etc.)
  • Manage office tasks such as filing, Salesforce updates, generating reports, and presentations requiring the use of independent judgement and initiative
  • Create and update records and databases with personnel, financial and other data
  • Coordinating office activities and operations to secure efficiency and compliance to company policies
  • Support the advisor in monitoring and responding to Head Office inquiries
  • Daily management of advisor social media tools

Our ideal candidate will have experience/education in the following programs:

  • Proven ability to work independently and competently handle multiple responsibilities, with a high degree of accuracy and reliability, in a fast-paced environment
  • Excellent written and verbal communication skills
  • Positive and professional demeanour
  • Strong relationship building and office administration skills
  • Highly proficient use of Word, PowerPoint, Excel and Salesforce

Position: Office Administrative Assistant - Receptionist

Full time Permanent Position: Monday- Friday, 9am-5pm

Starting wage is based on experience

Benefits:

  • Paid lunch break
  • Extended Medical and Dental after 3 months
  • On-site parking
  • Paid time off, including paid sick days and time for personal appointments

Job Type: Full-time

Pay: $19.00-$22.00 per hour

Expected hours: 40 per week

Benefits:

  • Dental care
  • Extended health care
  • On-site parking
  • Paid time off

Education:

  • Secondary School (preferred)

Experience:

  • Administrative / Receptionist: 1 year (preferred)

Licence/Certification:

  • Mutual Fund License (preferred)

Work Location: In person