Advisor- Administrative Assistant (Part Time)

Part Time Administrative Assistant

The Ideal Candidate

You will act with the utmost confidentiality when organizing, coordinating, and providing administrative support to the Advisor. You are a detail-oriented, organized, and self-motivated individual who is competent in prioritizing tasks and working with little supervision. You will create meaningful relationships with our clients by paying attention to ‘the little things’ that make a client experience exceptional. Position is Part Time, Flexible work times, work from home and office.

Qualifications

• Excellent computer skills and a high proficiency with a variety of computer software programs including, Microsoft Word, Excel, experience using a CRM tool, and various social media platforms
• Professional integrity and commitment
• Highly adaptable, agile and poised when faced with change and/or ambiguity
• Positive attitude, exceptional people skills, interpersonal and communication
• Effective multi-tasker, flexible and adept at handling fluctuating workloads
• Previous success in an administrative role; preferably in a financial services sector
• Great attention to detail, ability to prioritize and work to deadlines

Responsibilities

• Presentation preparation and marketing support
• Product company interaction; various insurance companies and investment/mutual fund dealers
• Providing administrative support to the Advisor and their clientele in a professional manner
• Ability to effectively communicate via phone/email ensuring that all issues are completed accurately and delivered with high quality and in a timely manner
• Ocassionally Answering, prioritizing, and responding to phone calls and emails
• Preparing and maintaining electronic and/or paper files and records
• Data entry, problem resolution, transaction follow up, generating reports as required

This person is the ambassador of goodwill, presenting a positive and professional image of the organization to all. The ideal candidate will possess a positive attitude and a willingness to help wherever needed. This person is a goal-oriented team player who is self-managing, progressive and has a growth mindset.