Administrative Assistant/receptionist - Hanover, Canada - Chris Ringenberg, Financial Advisor

Description

ROLE SUMMARY

The Administrative Assistant is a key member of our team as we seek to help our clients achieve lifetime financial security.

As the Administrative Assistant, you will have three critical areas of focus on our team:

- delivering an exceptional client experience for current and potential clients who call or come into our office
- ensuring a full and balanced advisor calendar of appointments creating sales opportunities
- helping to create a smooth, efficient and compliant office


KEY ACCOUNTABILITIES:

• Appointment making / client followup calls
• Providing fast, personalized client administrative services
• Completing and shepherding paperwork through Head Office as permitted
• Managing the administrative side of the advisor's practice conscientiously and reliably to help ensure and maintain compliance
• Managing advisor's workflow (preparation for client meetings, follow up, etc.)
• Supporting the Advisor to create marketing / sales opportunities (mining client data, marketing efforts, mailers, etc.)

REQUIRED SKILLS AND COMPETENCIES:


Interpersonal & Team Relationship Skills

• Strong relationshipbuilding skills strong communicator, wants to be part of team, willing to receive and provide constructive feedback to make things better

Administrative Skills

• Attention to detail, Thoroughness, Accuracy
• Strong Priority Setting: Prioritization
• Strong Keyboarding & Computer skills is familiar with basic word processing & office systems; is comfortable with computer programs and accessing computer systems

Client Service Skills

• Pleasant / cheerful / happy enjoys customer service in a sales environment
• Strong verbal and written communication skills
• Is patient and composed under pressure
• Resilient, able to handle objections and challenges from clients

Personal Reliability

• Action Oriented is proactive, takes initiative, selfstarter
• Good judgment and common sense
• High Integrity and Trustworthy
• Dependable and Conscientious

Job Type:
Part-time


Pay:
$17.00-$20.00 per hour


Work Location:
In person