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Company | Forgrave Financial and Desjardins Financial Security Investments Inc. |
Address | Campbellford, Ontario, Canada |
Employment type | OTHER |
Salary | |
Expires | 2023-06-30 |
Posted at | 11 months ago |
We are looking for a self-motivated individual with exceptional administrative skills to work in our Campbellford office as an Administrative Assistant. We are an independent investment firm offering high quality investment and insurance advice.
Responsibilities:
*Be responsible for processing and following up on transactions and transfers;
*Handle incoming and outgoing client phone calls and emails;
*Respond to requests for information in a timely manner;
*Service clients’ general day-to-day requests;
*Supporting senior advisors with tasks and paperwork;
*Prepare professional correspondence and reports, documents and files;
*Manage and maintain all paperwork;
*Digital Literacy;
*Other general office duties as required;
GIC or mutual fund licenced candidates are not required but may be given the first opportunity to interview. Pay and hours will be based on the experience of the candidate.
If you would like a challenging and rewarding opportunity in financial services, please send a resume and covering letter to [email protected].
Thank you for your interest!
Responsibilities:
*Be responsible for processing and following up on transactions and transfers;
*Handle incoming and outgoing client phone calls and emails;
*Respond to requests for information in a timely manner;
*Service clients’ general day-to-day requests;
*Supporting senior advisors with tasks and paperwork;
*Prepare professional correspondence and reports, documents and files;
*Manage and maintain all paperwork;
*Digital Literacy;
*Other general office duties as required;
GIC or mutual fund licenced candidates are not required but may be given the first opportunity to interview. Pay and hours will be based on the experience of the candidate.
If you would like a challenging and rewarding opportunity in financial services, please send a resume and covering letter to [email protected].
Thank you for your interest!
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