Administrative Assistant

```Responsibilities:```
- Provide administrative support to Financial advisors to ensure efficient operation of the office
- Answer and direct phone calls
- Organize and schedule appointments: book & confirm appointments
- Assist in the preparation of regularly scheduled reports
- Open accounts and manage documentation requirements;
- Update and maintain office policies and procedures
- Provide general support to visitors

```Qualifications:```

• Work on premises only - Remote work not available.
• Fundamental investment concepts, practices, and procedures used in the securities industry;
• Administrative processes and procedures, including opening accounts, RRSPs, TFSAs, and corporate accounts.
• Insurance products and services is an asset.
• - Knowledge of office management systems and procedures- Excellent time management skills and ability to prioritize work- Attention to detail and problem-solving skills- Excellent written and verbal communication skills- Strong organizational skills with the ability to multi-task- Work within deadlines, while maintaining a high level of service and an imperative attention to detail;- Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
• Work independently

as well as collaboratively within a team environment; Skills:

• Microsoft Office with a willingness and ability to learn new applications;
• Knowledge of Croesus &/or Dataphile system is an asset.
• Organization, prioritization and attention to detail;
• Elevated computer skills;
• Customer service and problem solving.

Job Type: Full-time

Salary: From $50,000.00 per year

Benefits:

• Dental care
• Extended health care
• Life insurance
• Paid time off
• Vision care

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Education:

• DCS / DEC (preferred)

Experience:

• Administrative experience: 4 years (preferred)

Ability to Commute:

• Pointe-Claire, QC H9R 5N3 (required)

Work Location: In person