Administrative Assistant

Administrative Assistant role providing administrative support to the Financial Advisor team and outstanding service to clients. Requires self-motivation, exceptional administrative skills, and ability to work within deadlines.

Requirements

• Handle all incoming and outgoing phone calls
• Manage and maintain all paperwork
• Prepare professional correspondence and reports
• Respond to requests for information in a timely manner
• Service clients’ general day-to-day requests
• Communicate internally with various operational and administrative departments
• Maintain the Customer Relationship Management (CRM) software
• Manage our WOW service client program
• Initiate and manage a proactive social media campaign

Benefits

• Health Benefits
• RRSP Matching Program
• Employee Stock Purchase Plan
• Paid Time Off
• Volunteer Days
• Discretionary Bonuses
• Tuition Reimbursement