Barrie Administrative Assistant

Position: Barrie Administrative Assistant Role
Join a dynamic financial team in Barrie, ON, as an Administrative Assistant. This in-person role focuses on client document management and precise account servicing tasks.
We are seeking an experienced Administrative Assistant with 3-5 years in the industry. Responsibilities include processing administrative tasks post-meeting, managing client files, and providing exceptional customer service. Your expertise in Microsoft Office and attention to detail will be crucial in supporting client interactions and maintaining organized records.

Key Responsibilities:

• Process post-meeting tasks for client accounts

• Upload documentation securely to CRM systems

• Maintain accurate client records and files

• Follow up on transactions for timely completion

• Schedule and confirm client review appointments
Requirements:

• Minimum 3-5 years of industry experience

• Strong skills in Microsoft Office applications

• Excellent communication and organizational abilities

• Experience with Univeris and Maximizer CRM preferred

• Capability to multitask and meet deadlines
Leverage your administrative skills and client service expertise in this rewarding Barrie role.
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