Advisor Administrative Assistant

Desjardins Financial Security Independent Network - Southwestern Ontario; Hamilton; On-site; CAD 60,000 - 80,000; Part time

Job summary

A local financial services company in Hamilton is looking for a part-time Administrative Assistant to provide essential support to their Financial Advisor. The ideal candidate will be organized, detail-oriented, and possess excellent communication and multitasking skills. Responsibilities include client interaction, data entry, and maintaining client files. Previous administrative experience is preferred.

Qualifications

• Previous success in an administrative role is an asset.
• Possess a positive attitude and exceptional people skills.
• Ability to handle fluctuating workloads effectively.

Responsibilities

• Provide administrative support to the Advisor in a professional manner.
• Handle client interactions via phone calls and emails.
• Maintain client files and execute data entry tasks.

Skills

Interpersonal skills

Communication

Multi-tasking

Organizational skills

Attention to detail

Adaptability

Tools

Microsoft Word

Excel

Outlook

CRM tool

Job description

Job Description

Job Description

Administrative Assistant. Support Role for Financial Advisor

Location : 120 King St. West, Hamilton, ON

Part-Time Hours : 20hrs per week

Desjardins Financial Security Independent Network (DFSIN) is committed to its clients' financial success. As Financial Security Advisors, we constantly strive to offer the best solutions that can help our clients reach their goals.

We are currently searching for individuals having worked in an administrative support role for Financial Advisors to fill the position of Administrative Assistant on a part-time basis. This role ensures the smooth running of a well-established financial services practice and contributes in attaining continued growth by providing superior administrative support to an Insurance and Investment Advisor

The Ideal Candidate

You will act with the utmost confidentiality when organizing, coordinating, and providing administrative support to the Financial Advisor, while maintaining a shared goal of creating meaningful relationships and an exceptional experience for clients. You are a highly organized, detail-oriented, self-motivated individual who is competent in prioritizing tasks and working with little supervision. You are the kind of individual who thrives on paying attention to ‘the little things’ that make a client experience exceptional.

Qualifications

• Previous success in an administrative role is an asset.
• Positive attitude, exceptional people skills : interpersonal and communication
• An effective multi-tasker, flexible and adept at handling fluctuating workloads
• Outstanding organizational skills with a high attention to detail, ability to prioritize and work to deadlines
• Highly adaptable, agile and poised when faced with change and / or ambiguity

Professional integrity and commitment

• Excellent computer skills and a high proficiency with a variety of computer software programs including, Microsoft Word, Excel, Outlook as well as experience using a CRM tool.

Responsibilities

• Providing administrative support to the Advisor and their clientele in a professional manner
• Client interaction; answering, screening, prioritizing, and responding to phone calls and emails
• Product company interaction; various insurance companies and investment / mutual fund dealers
• Data entry, problem resolution, transaction follow up, generating reports as required

Preparing and maintaining client files

We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.