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    Debbie Nemethy
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    This job posting is seeking a Licensed Administrative Assistant to provide support to advisors at a financial centre, including processing transactions, responding to inquiries, maintaining records and greeting clients. The ideal candidate will have or be willing to obtain an IFIC license within six months, strong communication and organizational skills, and proficiency with Microsoft Office programs. Benefits will be provided upon completing the probationary period.

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    Employment Opportunity

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    This job posting is seeking a Licensed Administrative Assistant to provide support to advisors at a financial centre, including processing transactions, responding to inquiries, maintaining records and greeting clients. The ideal candidate will have or be willing to obtain an IFIC license within six months, strong communication and organizational skills, and proficiency with Microsoft Office programs. Benefits will be provided upon completing the probationary period.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    5 views1 page

    Employment Opportunity

    Uploaded by

    Debbie Nemethy
    This job posting is seeking a Licensed Administrative Assistant to provide support to advisors at a financial centre, including processing transactions, responding to inquiries, maintaining records and greeting clients. The ideal candidate will have or be willing to obtain an IFIC license within six months, strong communication and organizational skills, and proficiency with Microsoft Office programs. Benefits will be provided upon completing the probationary period.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
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    Our GTA West Financial Centre is seeking a Licensed Administrative Assistant to join our team!

    Responsibilities:

    • Work closely with Advisor and provide support in administration, scheduling and client contact
    • Process mutual funds and insurance transactions with timely follow up and confirmation
    • Receive and respond to client, fund and insurance company inquiries
    • Maintain filing, mailing and database systems
    • Prepare, organize, and verify forms, receipts and other documents
    • Assist and participate in specific projects / events as required
    • Greet and assist onsite guests

    Qualifications:

    • IFIC or willingness to obtain in six months


    • Excellent written and oral skills; a pleasant manner
    • Strong attention to detail and strong organizational skills
    • Ability to prioritize and multitask
    • Maintain staff and client confidentiality
    • Working knowledge of Microsoft Word, Excel, PowerPoint
    • Benefits available upon completion of probation

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