Administrative Assistant 

 

JOB TITLE:  Administrative Assistant

 

BRANCH NAME:  Spire Advisors, an independent branch of Assante Capital Management Ltd.

 

BRANCH LOCATION:  Huntsville, ON

 

POSTING DATE:  February 25, 2022

 

APPLICATION DEADLINE:  until filled

 

HOURS PER WEEK:  40 hours

 

CONTACT:  ([email protected])

JOB DESCRIPTION

Spire Advisors, an independant branch of Assante Capital Management Ltd. is currently accepting applicants for a full-time, Administrative Assistant position.  You will work with a team managing the wealth of families across Canada.  This is a busy, established practice that demands a person who can multitask and prioritize job duties.

RESPONSIBILITIES

Tasks may include but are not limited to the following

  • Manage the advisors’ schedules and prepare files for upcoming meetings.
  • Prepare new account paperwork, trade documents and verify transaction completion. 
  • Must be outgoing and confident enough to answer incoming and make outgoing calls in a pleasant and professional manner.
  • Maintain client contact management software with client meeting notes, calendars and files.
  • Respond to clients by phone, email or in person and deal with their requests in a friendly professional manner.
  • Must be able to work co-operatively in a team environment as well as have the ability to work independently.
  • Confidentiality is paramount.  It must be maintained at all times within and outside the office.
  • Other office duties as required such as scanning, filing, client appreciation events etc.

QUALIFICATIONS

  • Experience working in an office environment.

SKILLS/ABILITIES

  • Ability to communicate with clients, book appointments, and have exceptional telephone skills.
  • Computer skills including MS Office.
  • Adapt to new technology.
  • Ability to prioritize tasks.
  • Attention to detail.
  • Working individually, but also able to work in a team environment.

EDUCATION/TRAINING

  • Post-Secondary education in office/administration or relevant skills.
  • Canadian Securities Course Licenced (or willingness to complete).

ADDITIONAL NOTES 

We will provide:

  • A challenging and rewarding career with a positive fun team.
  • A great workplace with Monday – Friday, 9-5 hours.
  • Competitive salary commensurate with your experience & benefits.

Spire Advisors, an independent branch of Assante Capital Management Ltd. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment process. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.

 

Please apply with your current resume to: [email protected]

 

We thank all applicants for their interest; however only those selected for an interview will be contacted.

 

Visit Why Assante to learn more about who we are and what we do.

OTHER OPENINGS

 

Associate Financial Advisor