Executive Administrative Assistant - Ottawa, Canada - Desjardins Financial Security Independent Network - Ottawa #118

Desjardins Financial Security Independent Network - Ottawa #118

Verified Company

Ottawa, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Executive Administrative Assistant
Our financial centre is searching for Executive Administrative assistant (full-time). In this role, you will be responsible for the smooth operation of the Advisors business. The goal is to support the advisor in completing the administrative duties required so they can focus on sales. Having an eye for detail and being mindful of follow-up would be valuable qualities at our centre.

Primary Responsibilities

Answer all incoming calls from clients, managing call returns for advisors.
Assist in resolving any administrative problems
Manage Advisors schedule and confirm client meetings
Preparing and analyzing client files prior to meetings
Provide general administrative and clerical support including mailing, scanning, faxing and copying.

Contract/Sales Administration

Process financial services advisor contract documents for the various licences required by regulators
Assist with advisor registration for various services, programs and courses
Process insurance policies and investment transactions; reviewing the documentation for accuracy and any client followup
Maintain a log of sales documentation flowing to and from head office to follow its process through the various departments

Communication

Keep advisors informed about important communications from head office regarding areas such as compliance, technology, product and process changes
Follow up with various head office departments on issues of benefit to the centre

Qualifications

Experience in related field is an asset (banking)
Solid oral and written communication skills; a pleasant manner
Able to maintain and improve administrative processes
Attention to detail and good with numbers
Organized but flexible to take on a new task of greater priority
Selfdirected and able to complete task with limited supervision
Maintain staff and client confidentiality
Working knowledge of _Microsoft_ _Word_, _Excel_, _PowerPoint_ and in internet navigation and research
Industry experience an asset
English & French is an asset (bilingual)

**The anticipated salary range: $30k - $60K