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Senior Administrative Assistant
3 weeks ago
Responsibilities
:Provides confidential senior level administrative support services to the Vice President—Corporate Channel
Maintains appointment schedules and coordinates meetings (in person or virtual)
Manages email inbox and completes/actions tasks on Vice President’s behalf
Proactively monitors calendar
Providing support and acting as a resource on assignments
Provides status reports on projects and other matters, tracks issues; prepares meeting packages and agenda, action lists, and minutes (as required); organizes documentation
Support and management of technology adoption
Prepares correspondence, reports, and presentations.
Co-ordinating travel arrangements and preparing expense reports
Provide sales, process, marketing, and administrative support to the RVP and the entire region
Provides technology support related to BYOD; Help Desk escalations; general inquiries
Supports business development and marketing activities and strategies as required
Helps the execution of region client acquisition events (both virtual and in person)
Must develop a strong working knowledge of Advisor Portal and be competent in running reports related to Consultant and Region activity (i.e. BID reports, Client Acquisition, Unbundled Progress, LPP Progress)
Supports and collaborates with all levels of Corporate Channel leadership employees and Consultants, in many cases across multiple locations.
Qualifications:
Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience, in addition to a minimum 5+ years administrative experience preferably in a sales or financial services industry
Effective communication skills, both verbal and written with excellent interpersonal skills to interact with individuals at all levels of the organization and clientele
Service oriented with strong relationship management skills
Ability to work independently and as part of a great team
Ability to handle confidential information in a tactful and professional manner
Exceptional technology skills and digital savvy; able to support a digital environment, utilizing technology for document management, team collaboration, etc. required
Proficient with MS Office (Microsoft Word, Outlook and Power Point, Teams) at the advanced level, specific to PowerPoint using info graphics; intermediate Excel
Flexible and able to perform in a fast paced, changing environment
Outstanding organizational, planning and prioritization skills, and ability to multi-task to manage/prioritize multiple projects simultaneously required
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