Administrative Assistant - Burlington, Canada - WLWP Wealth Planners

Description

If you are energetic, have a positive attitude, and can adapt to changing demands and pressures to meet deadlines, this position is for you.

The Administrative Assistant is required to perform a range of duties including (but not limited to):

• Prepare files for client meetings, being sure to comply with industry regulations
• Process client requests promptly with a high level of accuracy
• Follow through on client transactions
• General office duties including answering phone calls, bank deposits, scheduling client meetings, and maintaining digital filing systems

Qualifications:

• Previous office administration experience
• Previous Industry Experience is an asset
• General computer skills
• Experience using Word and Excel
• Demonstrated ability to perform with accuracy
• Time management skills
• Post-Secondary Education

Personal Attributes:

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Organization:Excellent time management skills; attention to detail; the capacity to prioritize by assessing situations to determine urgency; ability to develop a work schedule, set goals, create/implement action plans, and monitor progress towards goals; and ability to make clear, timely decisions. Multi-tasking is a must
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Communication_: _Excellent oral and written communication skills
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Needs Assessment:Anticipate, understand, and respond to the needs of advisors and clients to meet or exceed their expectations
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Teamwork:Work cooperatively and effectively with others to set goals, resolve problems, and make decisions to enhance organizational effectiveness; ability to undertake self-directed tasks when necessary
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Behave Ethically_**:_Understand ethical behavior and business practices and ensure own behavior and the behavior of others are consistent with these standards and align with the values of the organization
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Solve Problems_**:_Assess problem situations to identify causes, gather and process relevant information, generate possible solutions, and make recommendations, and/or resolve the problem
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Confidentiality_**:_Maintain confidentiality in all aspects of client, staff, and agency information
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Accuracy:Work must be completed in an accurate and timely fashion with a high degree of attention to detail
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Customer Service:Provide excellent client service to the clients and advisors to help strengthen relationships. Resolve client service issues quickly and always act in the best interest of the client
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Independence_**:_Ability to work efficiently and independently to set priorities and meet goals. An ability to organize yourself and others is essential


Work Environment
iA Private Wealth - WLWP Wealth Planners is located in our Burlington office; 35 hours/week, Monday through Friday, 8:30 AM to 4:30 PM

• Entitled to 10 days of paid vacation time per year
• Occasional overtime may be required; compensation will be in the form of time off in lieu as negotiated with management
• Salary and benefits: to be negotiated (dependent on qualifications)
• WLWP Wealth Planners is an equal opportunity employer

Work Remotely

• No

Benefits:

• Dental care
• Extended health care
• RRSP match

Schedule:

• 8 hour shift
• Monday to Friday

COVID-19 considerations:
Covid-19 Vaccine Policy


Work Location:
One location