Experienced Administrative Assistant, Financial Services
Location: 120 King St. West, Hamilton, ON
Part-Time Hours: 5 days a week, 5 – 6 hrs per day, flexible start time
Desjardins Financial Security Independent Network (DFSIN) is committed to its clients' financial success. As Financial Security Advisors, we constantly strive to offer the best solutions that can help our clients reach their goals.
We are currently searching for an experienced individual having worked in an administrative support role for Financial Advisors to fill the position of Administrative Assistant on a part-time basis. This role ensures the smooth running of an established financial services practice and contributes in attaining continued growth by providing superior administrative support to the Advisor.
The Ideal Candidate
You will act with the utmost confidentiality when organizing, coordinating, and providing administrative support to the Advisor, while maintaining our shared goal of creating meaningful relationships and an exceptional experience for our clients. You are a highly organized, detail-oriented, self-motivated individual who is competent in prioritizing tasks and working with little supervision. You are the kind of individual who thrives on paying attention to ‘the little things’ that make a client experience exceptional.
Qualifications
Previous success in an administrative role
Excellent computer skills and a high proficiency with a variety of computer software programs including, Microsoft Word, Excel, Power Point, Outlook as well as experience using a CRM tool.
Positive attitude, exceptional people skills: interpersonal and communication
An effective multi-tasker, flexible and adept at handling fluctuating workloads
Outstanding organizational skills with a high attention to detail, ability to prioritize and work to deadlines
Highly adaptable, agile and poised when faced with change and/or ambiguity
Professional integrity and commitment
Responsibilities
Providing administrative support to the Advisor and their clientele in a professional manner
Client interaction; answering, screening, prioritizing, and responding to phone calls and emails
Product company interaction; various insurance companies and investment/mutual fund dealers
Data entry, problem resolution, transaction follow up, generating reports as required
Presentation preparation, marketing support and filing
Preparing and maintaining electronic and paper client files
Please apply online or send a copy of your resume to Janet Taylor at janet.taylor@dfsinhamilton.ca.
We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.