The Administrative Assistant is a key member of our team as we seek to help our clients achieve lifetime financial security. As the Administrative Assistant, you will have three critical areas of focus on our team:
1. delivering an exceptional client experience for current and potential clients who call or come into our office
2. ensuring a full and balanced advisor calendar of appointments creating sales opportunities
3. helping to create a smooth, efficient and compliant office
̈ Supporting the Advisor to create marketing / sales opportunities (mining client data, marketing efforts, mailers, etc.)
REQUIRED SKILLS AND COMPETENCIES:
Interpersonal & Team Relationship Skills
̈ Strong relationship-building skills – strong communicator, wants to be part of team,
willing to receive and provide constructive feedback to make things better
Administrative Skills
̈ Attention to detail, Thoroughness, Accuracy
̈ Strong Priority Setting: Prioritization
̈ Strong Keyboarding & Computer skills – is familiar with basic word processing & office systems; is comfortable with computer programs and accessing computer systems
Client Service Skills
̈ Pleasant / cheerful / happy – enjoys customer service in a sales environment
̈ Strong verbal and written communication skills
̈ Is patient and composed under pressure
̈ Resilient, able to handle objections and challenges from clients
Personal Reliability
̈ Action Oriented – is proactive, takes initiative, self-starter
̈ Good judgment and common sense
̈ High Integrity and Trustworthy
̈ Dependable and Conscientious
Experience in Financial services is an asset but can be overcome with a strong willingness to learn and develop.