Administrative Assistant

East Cap Wealth Planning is a financial services business in Waterloo, Ontario. We are customer-centric, fast-paced, rewarding, and our goal is to provide sound insurance & investment advice to our clients so they can be more engaged in their lives and communities.

Our work environment includes:

• Modern office setting
• Growth opportunities
• Regular social events
• On-the-job training
• Lively atmosphere

We are looking for an Office Administrator to join our team and help keep our office running smoothly.
The successful candidate will be responsible for a variety of tasks including answering phones, filing, scheduling appointments, managing office supplies, and providing administrative support to the staff. The ideal candidate should have excellent organizational skills, be able to multitask, and possess strong communication and customer service skills.

Responsibilities:

• Efficiently manage the advisor's calendar, scheduling appointments, meetings, and follow-ups.
• Coordinate and prepare necessary documents, reports, and presentations.
• Assist in client onboarding, providing exceptional service, and ensuring client satisfaction.

Handle communication with clients, both in-person and via phone/email, maintaining professionalism

• Proficient in MS Office Suite (Word, Excel, PowerPoint) and other relevant software
• Answer phones and direct calls to the appropriate personnel.
• Manage the filing system.
• Greet visitors and direct them to the appropriate personnel.
• Provide administrative support to staff members.
• Ensure that office procedures are followed.
• Call existing clients to book appointments.

Qualifications:

• Prior experience in the insurance or financial sector is an advantage.
• Demonstrated ability to work effectively in a fast-paced environment.

Benefits

• Health Benefits
• Bonus pays.
• Commission pay (If LLQP Licensed)
• $20-$25/hour depending on experience

Work location

• 470 Weber St N #300, Waterloo, ON N2L 6J2

Job Type: Full-time

Salary: $20.00-$30.00 per hour

Expected hours: 37.5 per week

Benefits:

• Dental care
• Extended health care
• Paid time off

Flexible Language Requirement:

• French not required

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Waterloo, ON N2L 6J2: reliably commute or plan to relocate before starting work (required)

Education:

• Secondary School (preferred)

Experience:

• Front desk: 1 year (preferred)
• Administrative experience: 2 years (preferred)

Language:

• Mandarin (preferred)

Work Location: In person