Administrative Assistant - Temporary
The Bagg Group
Toronto, ON, CA
5d ago

Responsibilities

  • Communicate with clients via phone and email
  • Respond timely to internal and external client inquiries in a timely manner
  • Reviewing and sending fully executed private offering subscription agreements
  • Manager investor reporting
  • Disseminate Client Service press releases / communications
  • Assist with the day-to-day administration of Salesforce
  • Coordinate the investor record keeping with third party administrators / transfer agents
  • General administrative tasks such as filing, scanning, printing, follow-up, etc.
  • Coordinate RFP responses and submissions
  • Update and maintain reports
  • Maintain superior relationships with internal departments i.e. Business Development team supplying internal request for information
  • Qualifications

  • 1-2 years of client service experience
  • An undergraduate degree in Business Administration
  • Possess or working toward CSC designation
  • Well-developed analytical and problem-solving skills
  • Strategic thinking and decision-making skills
  • Strong organizational and time management skills
  • Excellent communication (both written and verbal) and presentation skills
  • Advanced computer skills (Excel, Power Point, Word)
  • Driven and self-motivated individual
  • Ability to work independently as well as part of a team
  • Willingness to learn, take on new challenges and grow in the role
  • Apply
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