Administrative Assistant 

 

JOB TITLE:  Administrative Assistant

 

BRANCH NAME:  McCullough & Sawyer, an independent branch of Assante Capital Management Ltd. 

 

BRANCH LOCATION:  Barrie, ON

 

POSTING DATE:  March 18, 2022

 

APPLICATION DEADLINE:  ASAP

 

HOURS PER WEEK:  40

 

CONTACT:  ([email protected])

JOB DESCRIPTION

 

The Barrie Branch is currently looking for an Administrative Assistant to provide administrative in the day to day operations of an established financial planning practice.

 

RESPONSIBILITIES

  • Respond to all customer issues by phone, e-mail or in person, in a timely and professional manner
  • Execution and reconciliation of time sensitive trades
  • Liaise with cross functional groups on transfers, administration, and maintenance issues
  • Management of client database
  • Scheduling appointments, organizing events

QUALIFICATIONS

  • Experience as an administrative assistant
  • Customer service experience

SKILLS/ABILITIES

  • Client service oriented
  • Excellent verbal and written communication skills
  • Excellent PC skills including MS Word and Excel
  • Strong analytical and problem-solving abilities
  • Attention to detail

EDUCATION/TRAINING

  • Related post-secondary education
  • ActionPro (RPM) / Navigator (SalesForce) knowledge
  • Successful completion or enrolment in industry courses an asset

ADDITIONAL NOTES

 

McCullough & Sawyer Financial, 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