Administrative Assistant (DFSIN Windsor)

Administrative Assistant - Windsor 

Location: 

Desjardins Financial Security Independent Network – Windsor     

3990 Wildwood Drive, Windsor, ON

Proposed Hours:  

Training Phase - 5 days a week, 4-5 hrs per day,; 20-25 hrs  weekly (approx. 4-8 weeks)

Full Time - 5 days a week, 6-7 hrs per day,; 30-37.5 hrs  weekly

This position is to initially cover a maternity leave, however the expectation is that the successful candidate will continue full time after this phase.

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

• Meticulous attention to details
• Strong interpersonal skills and ability to deal effectively with a variety of clients, colleagues, and advisors
• Excellent problem-solving & decision-making skills
• Ability to exercise sound judgment in responding to advisor inquiries
• Strong organizational and administrative skills, including ability to prioritize and multi-task
• Excellent written communication skills and telephone skills
• Proficient knowledge of computer applications, especially MS Office 365 including MS Word, Excel and Outlook
• Experience in life insurance & investment processing is an asset
• Knowledge with WealthServe and Dataphile an asset

Core Competencies

• Organization
• Communication
• Team Work
• Problem Solving
• Accountability and Dependability
• Compliance

 Responsibilities

• Providing administrative support to the Managing Partner and his clientele in a professional manner
• Supporting Windsor advisors with areas of their admistration
• Client interaction: answering, screening, prioritizing, and responding to phone calls and emails
• Advisors interaction: ability to effectively communicate via phone/email ensuring that all issues are completed accurately and delivered with high quality and in a timely manner
• Communicating with various Head Office and other insurance/investment providers; as well as 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/or paper files and records

Today, Desjardins Group is the largest financial cooperative in Canada, ranked the second in stability of financial institutions in the world by Bloomberg (2014), and ranked 4th Safest Bank in North America by Global Finance (2017).  Desjardins Financial Security Independent Network (DFSIN) is a national network of financial advisors specializing in life and health insurance and investments. Together with its counterpart SFL Partner of Desjardins Financial Security in Quebec and New Brunswick, the network has more than 1,800 financial advisors present in almost all parts of the country. It is the preferred distributor of products and services for Desjardins Insurance. More information on www.dfsin.ca.

We thank all the Applicants, however, only those under consideration will be contacted.