Office Administrative Assistant - Guelph, Canada - Cremasco Financial Inc.
Cremasco Financial Inc.
Guelph, Canada
Verified Company
2 weeks ago
Description
Key Responsibilities:
- Work closely with Financial Advisors to assist and support clients;
- Prepare client documents & client statements;
- Assist Financial Advisors with meeting preparation;
- Schedule appointments;
- Process financial transactions;
- Managing client files electronic and hard copies.
To thrive in our company, you need to:
- Must possess strong interpersonal skills and a commitment to excellence
- Must be proficient in Microsoft suite, including but not limited to, Word, Excel, and PowerPoint
- Professional, positive attitude
- Strong organizational skills
- Must demonstrate high level of attention to detail
- Comprehensive understanding of financial and investment terminology would be strongly considered an asset
- Experience with Client Relationship Management tools is considered an asset
- Bachelor's Degree or College Diploma in economics, finance, or business
- IIROC or MFDA licensed is considered an asset
Salary:
$16.08-$25.72 per hour
Benefits:
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Onsite parking
- RRSP match
Flexible Language Requirement:
- French not required
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Guelph, ON N1G 3E7: reliably commute or plan to relocate before starting work (required)
Work Location:
In person
