Administrative Assistant – Financial Services

Our client is seeking a detail-oriented Administrative Assistant with strong organizational and communication skills, experienced in managing client documentation, prioritizing correspondence, and supporting fast-paced office operations. Adept at delivering exceptional client service while maintaining accuracy and efficiency.

What is in it for you?
– Inclusive benefits package.
– Company matching Group RRSP.
– Unique team-focused culture.
– Birthday and anniversary lunches.
– Professional Development opportunities.

Responsibilities:
– Preparing investment paperwork, prioritizing incoming communications, drafting correspondence, monitoring/responding to emails, and liaising with clients.
– Processing, confirming and following-up on client documentation for proper maintenance of accounts in a timely manner.
– Following-up with carriers and financial institutions to ensure applications are processed quickly and accurately.
– Responding to client inquiries by phone, mail, or email in a timely and professional manner.
– Assist with client reviews, including preparing advisor-proposed recommendations, and other work that is delegated from other team members.
– Maintaining client lists and compiling statistical information and reports, including assembling data and preparing periodic and special reports, manuals, and correspondence.

Requirements:
– Post-secondary education.
– One-year administrative experience preferred.
– Great analytical and critical thinking skills.
– Excellent interpersonal, written, and verbal communication skills.
– Customer service focused.
– Self-starter and able to work independently with minimal supervision.
– Computer literacy is a must as we are a paperless office with a strong knowledge of Adobe and Microsoft Products.

APPLY NOW! Please respond to this posting with a copy of your resume.

After submitting your resume, you will receive a reach out from our virtual recruiter. This reach out contains an important questionnaire that must be completed to highlight your skills for this position. We will contact qualified candidates for this role.