Executive Assistant - Markham, Canada - CFO Capital

Description

• Setting up conferences and preparing Power point presentation.
• Customer service: Meet and great clients, coffee water offerings.
• Deposits, logging of all cheques, reconciling trust accounts monthly and business expense management.
• Auditing, updating and implementation of CRM (Pipedrive) / Pending report updates and preparation and moving info through the sales cycle.
• Training: policy & amp; procedures manuals for each province in Canada according to Annual filing for all provinces and update brokerage with online courses.

• 5 plus years experience in an Executive Assistance role.
• University Degree.
• Strong organizational skills with the ability to effectively multitask, time manage, and prioritize tasks.
• Outstanding attention to detail with excellent problemsolving skills.
• Professional and polished communication and grammar skills with high level of reading comprehension.
• High proficiency in Microsoft Office. Specifically, Excel, Word, Power Point and Outlook.
• Quick learner who can work independently and in a team setting.
• Experience in the financial (or similar) sector applicable to job description.
• Social media familiarity, specifically LinkedIn.

• Markham, ON: reliably commute or plan to relocate before starting work (required)