Part Time Administrative Assistant- Hamilton, Ontario
The Ideal Candidate
You will act with the utmost confidentiality when organizing, coordinating, and providing administrative support to the Advisor. You are a detail-oriented, organized, and self-motivated individual who is competent in prioritizing tasks and working with little supervision. You will create meaningful relationships with our clients by paying attention to ‘the little things’ that make a client experience exceptional. Position is Part Time, Flexible work times, work from home and will be required to work from the office occasionally.
Qualifications
- Positive attitude, exceptional people skills, interpersonal and communication
- Great attention to detail, ability to prioritize and work to deadlines
- Effective multi-tasker, flexible and adept at handling fluctuating workloads
- Professional integrity and commitment
- Highly adaptable, agile and poised when faced with change and/or ambiguity
- Previous success in an administrative role; preferably in a financial services sector
- Excellent computer skills and a high proficiency with a variety of computer software programs including, Microsoft Word, Excel, experience using a CRM tool, and various social media platforms
Responsibilities
- Ocassionally Answering, prioritizing, and responding to phone calls and emails
- Ability to effectively communicate via phone/email ensuring that all issues are completed accurately and delivered with high quality and in a timely manner
- Providing administrative support to the Advisor and their clientele in a professional manner
- Product company interaction; various insurance companies and investment/mutual fund dealers
- Data entry, problem resolution, transaction follow up, generating reports as required
- Presentation preparation and marketing support
- Preparing and maintaining electronic and/or paper files and records
This person is the ambassador of goodwill, presenting a positive and professional image of the organization to all. The ideal candidate will possess a positive attitude and a willingness to help wherever needed. This person is a goal-oriented team player who is self-managing, progressive and has a growth mindset.
To Apply please send all resumes to: Ray.ravoi@dfsin.ca and natalie.ravoi@dfsin.ca