Administrative Assistant - Niagara Falls, Canada - Ross Taylor Financial Corporation
Ross Taylor Financial Corporation
Niagara Falls, Canada
Verified Company
3 weeks ago
Description
About the Company:
Ross Taylor Financial Corporation is an independent financial services firm that offers financial advice, products and services to individuals and families.
Career Opportunity:
Ross Taylor Financial Corporation is currently seeking an experienced
Licensed Administrative Assistant to join our team.
This role involves assisting the advisor and working as part of a team to prepare materials for client meetings, process account transactions, provide customer service and perform various administrative duties.
Meticulous attention to detail is required and a proficiency in math is essential. Must have a pleasant telephone manner and excellent interpersonal skills. This is a permanent, full-time position with group medical benefits offered.Key Responsibilities:
- Prepare client documents and files for client meetings
- Process investment transactions (deposits, switches, redemptions etc.) and submit paperwork and documents as required
- Process life insurance business and submit paperwork as required
- Order entry and tracking of trades
- Maintain and organize client files
- Input data into databases, spreadsheets and financial planning software
- Maintain comprehensive records in contact management system
- Must adhere to compliance rules and regulations
- Perform additional administrative duties as required
Experience and Education:
- University degree or College diploma in related field
- LLQP Licensed and/or Mutual Fund Licensed is an asset
- 23 years experience in the financial services industry
- Experience in customer service
- Experience with Microsoft programs such as Word, Excel, Outlook
- Aptitude for learning new technology
Skills and Abilities:
- Selfstarter and independent worker able to manage multiple priorities and demands
- Proficient in math
- Exceptional interpersonal skills
- Excellent time management and organization skills to effectively respond to multiple priorities/deadlines in a fastpaced environment
- Excellent verbal and written communication skills
- Ability to adapt to continuous change
Office Hours:
Monday to Friday, 8:30 am to 4:30 pm.
Job Types:
Full-time, Permanent
Salary:
$23.00-$24.00 per hour
Benefits:
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Onsite parking
- RRSP match
- Vision care
Flexible Language Requirement:
- French not required
Schedule:
- Monday to Friday
Education:
- DCS / DEC (required)
Work Location:
One location