Administrative Assistant

Kingfisher Financial; Central Ontario; On-site; CAD 30,000 - 60,000; Part time

Job summary

A financial services company is seeking a part-time Administrative Assistant to join their team in Central Ontario. The successful candidate will provide administrative and client service support, assisting with applications, communications, and marketing efforts. Experience with Microsoft Office and a background in financial services are preferred. This role offers potential for transition to full-time employment.

Qualifications

• Service-oriented with a positive mindset.
• Experience in financial services preferred.
• Life insurance, Mutual Fund licensing preferred.

Responsibilities

• Processing and following up on applications and service requests.
• Answering phone calls and replying to emails.
• Assisting with client appointments and marketing strategies.

Skills

Customer service orientation

Initiative

Teamwork

Microsoft Office

Job description

Kingfisher Financial is seeking a part-time Administrative Assistant to join our team as soon as possible. This position offers the potential to transition into full-time employment. The successful candidate will provide administrative and client service support for both insurance and investment products.

Interested in applying? Please email your resume to Brent Timm [e-mail] with the subject line ‘Administrative Assistant’.

Duties

• Processing and following up on all applications and service requests
• Answering phone calls, replying to emails
• Processing and following up on all trade transactions for investments, for life insurance, estate planning and more
• Assisting with booking and preparing for client appointments
• Assisting with marketing and promotional strategies
• Criminal Record check required
• Applicants must be service-oriented, take initiative and be a team player with a positive mindset
• Experience with Microsoft Office mandatory
• Life insurance, and experience in financial services are preferred assets
• Mutual Fund, and Life insurance licensing is preferred