Receptionist - Prince George, Canada - Assante Wealth Management

Assante Wealth Management
Assante Wealth Management
Verified Company
Prince George, Canada

2 weeks ago

Sophia Lee

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Sophia Lee

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Description
_Assante Wealth Management is a leading financial planning firm in the industry. We strive to uphold professionalism and provide our clients with the best possible advice. We have a proven reputation for comprehensive delivery of fiduciary expertise and dedicated service.

We provide our clients with a rapid response, strong attention to detail and a flexible solution-oriented approach to doing business.

_


We are searching for a Receptionist/Administrative Assistant to join our team of Financial and Insurance Advisors.

Skills & Qualifications:


  • Servicing clients with professionalism, efficiency, and upholding confidentiality.
  • Excellent written and verbal communication and attention to detail.
  • Superior organization skills and the ability to prioritize effectively.
  • Ability to take initiative and work independently.
  • Work in a dynamic, collaborative, progressive and high performingteam.
  • Knowledge of Microsoft systems, Word, Excel.

Receptionist Duties include but not limited to:

  • Acting as receptionist by answering phone and greeting clients.
  • Arranging client meetings, booking telephone and in office meetings for many of our Advisors.
  • Responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate.
  • Keeping the office tidy, disinfect surfaces between visits.

Administrative Duties include but not limited to:

  • Prepping files for client meetings with our Advisors.
  • Processing client account documentation.
  • Opening new accounts and processing new account documentation.
  • Maintaining client files and information on the appropriate systems.
  • Ensuring all client interaction is accurately documented.
  • Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation.
  • Provide daytoday administrative support to the Investment Advisors and team as needed.
If this position is something that may interest you, please send us your Resume.


Contact Info:

1550 4th Avenue Prince George, BC


Salary:
$18.00-$20.00 per hour


Benefits:


  • Onsite parking

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Prince George, BC: reliably commute or plan to relocate before starting work (required)

Education:


  • Secondary School (preferred)

Experience:


  • Front desk: 1 year (preferred)
  • Administrative experience: 1 year (preferred)

Work Location:
One location
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