Administrative Assistant
Basic Financial Services Inc.
St Catharines Ontario
Salary: Neg Per Hour
Skills:
- Proficiency
in Microsoft Office Suite (predominantly MS Word, MS Excel & MS
Outlook)
- Excellent
office & phone etiquette with a professional demeanor – both written
and oral
- Detail
oriented
- Ability
to manage timelines, multi task and work well under pressure in a fast
paced environment
- Good
interpersonal skills and good problem solving skills
- Client
centric and passionate about helping others
Responsibilities:
- Supporting
2 Advisors by performing the following duties:
- Managing
Advisor calendars by scheduling & confirming appoints with clients via
phone and/or email
- Managing
both incoming and outgoing calls from clients, potential clients and
suppliers
- Managing
both incoming and outgoing emails from clients, potential clients and
suppliers
- Build
and follow up on investment transactions accordingly
- Create,
Submit and Follow-up on all required account paperwork (i.e Account
Opening documents, Transfer forms, Redemption forms, etc.)
- Corresponding
with Dealer/Broker back offices, solving problems and providing service
- Follow
company process for service delivery (to be provided by Basic Financial
Services Inc.)
- Required
to maintain confidentiality
- Work within a team environment, with lots of opportunity to learn and develop
Job Overview
Posted Date: 22 Dec 2024
Location: St Catharines Ontario
Salary: Neg Per Hour
Company Information
At Basic Financial Services, we take a very personal approach to financial planning and we do that with great pride. We work seamlessly as a team, sharing our decades of experience, thousands of hours training and mentoring by the industry’s best in our recommendations. In order to build the right financial plan, it takes skill and training. Financial seminars, courses and industry rule changes are a few examples of how we remain committed to knowledge and growth. This is why we have built a power house team of specialists.
Name: Basic Financial Services Inc.
Web: https://basic360.ca/