Administrative Assistant - Guelph, Canada - Investment Planning Counsel

Investment Planning Counsel

Verified Company

Guelph, Canada

2 weeks ago

Posted by:

Sophia Lee

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Description

As the Administrative Assistant in the office, you will be working and training with the current Assistant in the office.

Primary responsibilities will include answering the phone, taking client instructions, booking appointments and completing financial documentation for onboarding of new clients as well as financial transactions.

You will be responsible for filing of records, following up with clients, maintaining the privacy of our clients. The security and accuracy of information collected is incredibly important. Organizational skills must be strong.

Strong customer service skills are required as you will be dealing with an established client base, who has come to expect a high level of service and a strong relationship with the Administrative Assistant.

The office setting is shared among other advisors and an unrelated company. None of your responsibilities will be tied to the other advisors, or the other company.

We aim to create a welcoming and professional experience for our clients and staff, and it is important that we make that a priority every day.

High school diploma or equivalent is required. Post Secondary education is certainly valued.

Job Type:
Part-time

Part-time hours: 28 per week

Salary:
From $18.00 per hour

Benefits:

Paid time off

Supplemental pay types:

Bonus pay

Education:

Secondary School (required)

Experience:

- administrative assistant: 3 years (preferred)
- retail banking or financial administration: 3 years (required)

Work Location:
One location