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.

Qualifications

-Positive attitude, exceptional people skills, interpersonal and communication

-Excellent attention to detail, ability to prioritize and work to deadlines

-Effective multi-tasker, flexible and adept at handling fluctuating workloads

-Professional integrity and commitment

-Highly adaptable, agile and poised when faced with change and or ambiguity

-Previous success in an administrative role; preferably in a financial services sector

-Excellent computer skills and a high proficiency with a variety of computer programs including, Microsoft Word, Excel, experience using a CRM Tool, and various social media platforms.

Responsibilities

-Answering prioritizing, and responding to phone calls and emails.





-Ability to effectively communicate via phone/email ensuring that all issues are completed accurately and delivered with high quality and in a timely manner.

-Providing administrative support to the Advisor and their clientele in a professional manner

-Product company interaction; various insurance companies and investment/mutual fund dealers

-Data entry, problem resolution, transaction follow up, generating reports as required

-Presentation preparation and marketing support

-Preparing and maintaining electronic and /or paper files and records.

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 whenever needed. This person is a goal oriented team player who is self-managing, progressive and has a growth mindset.

Job Type: Part-time

Pay: $19.50-$21.50 per hour

Ability to commute/relocate:

- Hamilton, ON: reliably commute or plan to relocate before starting work (required)

Education:

- Secondary School (preferred)

Experience:

- Front desk: 1 year (preferred)
- Administrative experience: 1 year (preferred)

Work Location: In person

📌 Administrative Assistant (Canada)
🏢 Linda Robinson
📍 Canada