JOB OVERVIEW:

The Office Administrator candidate will support advisors in the firm with processing applications, preparing client files for appointments, reporting, process transactions and scheduling meetings, among a few other tasks. This role also includes reception duties.

DUTIES:

- Supporting advisors with applications and paperwork
- Producing spreadsheets and other various reports
- Processing transactions and online life insurance
- Updating client information on the CRM
- Reception duties (greeting clients, ordering supplies, answering main phoneline etc.)
- Following up and tracking business

REQUIREMENTS:

- Critical thinking and conflict resolution are an asset
- Practical administration skills
- Attention to detail is imperative
- Scheduling client appointments




- Microsoft Office, 365, Excel, Power Point, Word, Teams, Outlook & SharePoint
- Good organizational skills and time management are a must
- Data management
- Strong communication skills (verbal and written)
- Ability to work alone and as well as with others
- Ideal decision-making abilities
- Knowledge of the financial planning industry is an asset

Pay: From $40,000.00 per year

Advantages:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Work Location: In person

📌 Office Administrator/Receptionist (Windsor)
🏢 Stewart Fisher Financial
📍 Windsor