Now Hiring:
Two Administrative Assistants
We are currently accepting applicants for two full-time, Administrative Assistant positions at our office in Huntsville, ON. You will work with a team managing the wealth of families across Canada. This is a busy, established practice that demands a person who can multitask and prioritize job duties.
Location:
Huntsville, Ontario
Responsibilities:
Tasks may include but are not limited to the following:
• Manage the advisors’ schedules and prepare files for upcoming meetings
• Prepare new account paperwork, trade documents and verify transaction completion
• Must be outgoing and confident enough to answer incoming and make outgoing calls in a pleasant and professional manner
• Maintain client contact management software with client meeting notes, calendars and files
• Respond to clients by phone, email or in person and deal with their requests in a friendly professional manner
• Must be able to work co-operatively in a team environment as well as have the ability to work independently
• Confidentiality is paramount. It must be maintained at all times within and outside the office
• Other office duties as required such as scanning, filing, client appreciation events etc.
Knowledge, Skills, and Abilities:
• Ability to communicate with clients, book appointments, and have exceptional telephone skills
• Computer skills including MS Office
• Adapt to new technology
• Ability to prioritize tasks
• Attention to detail
• Working individually, but also able to work in a team environment
Experience and Education:
• Post-Secondary education in office/administration or relevant skills
• Canadian Securities Course Completion (or willingness to complete)
• Experience working in an office environment
We will provide:
• A challenging and rewarding career with a positive fun team
• A great workplace with Monday – Friday, 9-5 hours
• Competitive salary commensurate with your experience & benefits
Submit cover letter and resume with references by email to:
*option available to drop off cover letter and resume with references in person, at our Huntsville Office Location: 395 Centre St. N., Suite #300 Huntsville, ON P1H 2P9
**While all responses are appreciated, only those being considered for interviews will be contacted.