Administrative Assistant ($40K per year)
SmoothHiring
Richmond Hill, Ontario, Canada
2d ago
source : CareerBuilder, LLC

About Us

Assante is one of Canada’s largest firms providing wealth management solutions. Our 750 professional advisors, located in communities throughout the country, oversee approximately $39 billion of assets for more than 300,000 clients

Responsibilities

  • Manage social media
  • Assist in coordination of marketing and client events
  • Manage client database, CRM
  • Communicate with clients via telephone, email and in person
  • Sort, process and verify forms and documents
  • Send and receive messages and documents
  • Provide account information to clients and public
  • Maintain and prepare reports
  • Key in, edit, proofread and finalize documents
  • Compile, verify, record and process forms and documents
  • Education

  • Commitment to continuing education in financial products
  • CSC, CIFP, LLQP
  • Post Secondary Education in financial services
  • Qualifications

  • Two years experience in this or related field
  • Skills

  • Facility and experience with Excel
  • Ability to deal with deadlines
  • Basic understanding of financial products
  • Demonstrates initiative
  • Client service oriented
  • Works well in a team
  • Well organized, with strong attention to detail
  • Solves problems effectively
  • Knowledge of major software
  • Excellent written and oral communication skills
  • Benefits

    Opportunities for bonus payments on new business, Health and Dental benefits, Long-term disability, 2 weeks vacation first year, 3 weeks starting the second year.

    Friendly work environment.

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