Administrative Assistant - Kingston, Canada - Assante Financial Management - Fenlon Financial Division
Assante Financial Management - Fenlon Financial Division
Kingston, Canada
Verified Company
3 weeks ago
Description
Summary of Role:
Assante Financial - Fenlon Division is currently looking for an Administrative Associate to provide administrative support to a Financial Advisory team in the day to day operations of an established financial planning practice.
Duties and Responsibilities:
- Respond to all customer issues by phone or in person, in a timely and professional manner
- Execution and reconciliation of time sensitive trades
- Liaise with cross functional groups on transfers, administration and maintenance issues
- Management of client database
- Assist in coordination of client appreciation events
Experience and Qualifications:
Experience
- 2 years experience as an administrative assistant
- Customer service experience
- Related post secondary education
- Successful completion or enrolment in CSC and/or IFIC an asset
- Client service oriented
- Excellent verbal and written communication skills
- Excellent PC skills including MS Word and Excel
- Strong analytical and problem solving abilities
- Attention to detail
Salary:
From $20.00 per hour
Schedule:
- Monday to Friday
Work Location:
In person
