Financial Services Assistant Jobs in Ontario

·Co-ordinate client meetings and contacts using Customer Relationship Management system.

·Excellent telephone skills, with previous experience an asset.

Title: Administrative Assistant Key Responsibilities:

·Proactively manage calendar and remain flexible to multiple changes.

Who is Visconti Financial Group Inc?

·Provide high-quality support while anticipating needs.

Previous professional office experience, including knowledge of standardized office procedures and processes, filing and file management, data entry, and document organization.

Assists with the entry of work orders for both Branches in the work management system.

Reviews vendor invoices, and records prepaid expenses or accrued liabilities to applicable account. Discusses with the Supervisor if clarification is required.

Maintains the intranet for the Finance and Asset and Information Technology Branches.

Participates in the annual leave data entry process into the time and attendance system.

Orders/maintains all office supplies for the Finance and Assets Branch and the Information Technology Branch.