Financial Advisor Assistant Job at Davies Financial - Sterling Mutuals Inc

Davies Financial - Sterling Mutuals Inc Windsor, ON

$20–$24 an hour

We are looking for someone to fill a 1 year Maternity leave position starting in July/August.

Davies Financial - Sterling Mutuals is a service driven Financial Advisors office. We are seeking an Office Administrator to join our team. You will perform clerical and administrative functions in order to help service and maintain our growing client base.

We are highly focused on helping our clients do well financially and we are looking for someone who loves people, and has strong organizational skills.

Responsibilities:

  • Draft correspondences and other formal documents
  • Plan and schedule appointments and events
  • Greet and assist onsite guests
  • Answer inbound telephone calls
  • Develop and implement organized filing systems
  • Perform all other office tasks
  • Process Mutual fund paperwork
  • Manage Client CRM

Qualifications:

  • Previous experience in office administration or other related fields
  • Previous experience in administration in financial services would be preferred
  • Ability to prioritize and multitask
  • Excellent written and verbal communication skills
  • Strong attention to detail
  • Strong organizational skills

Job Type: Part-time
Part-time hours: 15-20 per week

Salary: $20.00-$24.00 per hour

Benefits:

  • On-site parking
  • Paid time off

Flexible Language Requirement:

  • French not required

Schedule:

  • Monday to Friday
  • No weekends

Experience:

  • Administrative Assistant: 3 years (required)

Work Location: In person




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