Company

Innova Wealth PartnersSee more

addressAddressSudbury, ON
type Form of workPermanent | Full-time
salary Salary$22–$28 an hour
CategoryAdministrative

Job description

  • Work Term: Permanent
  • Work Language: English
  • Hours: 25 to 37.5 hours per week
  • Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
  • Experience: 1 year to less than 2 years
  • Business/commerce, general
  • Accounting technology/technician and bookkeeping
  • General office occupations and clerical services
  • or equivalent experience
  • Work setting

  • Finance and insurance
  • Tasks

  • Arrange and co-ordinate seminars, conferences, etc.
  • Determine and establish office procedures and routines
  • Schedule and confirm appointments
  • Answer telephone and relay telephone calls and messages
  • Answer electronic enquiries
  • Compile data, statistics and other information
  • Order office supplies and maintain inventory
  • Arrange travel, related itineraries and make reservations
  • Greet people and direct them to contacts or service areas
  • Open and distribute regular and electronic incoming mail and other material and co-ordinate the flow of information
  • Set up and maintain manual and computerized information filing systems
  • Type and proofread correspondence, forms and other documents
  • Provide investment information and service to clients
  • Oversee the preparation of reports
  • Maintain and manage digital database
  • Consult with clients after sale to provide ongoing support
  • Work with minimal supervision
  • Perform data entry
  • Provide customer service
  • Work with the marketing department to understand and communicate marketing messages to the field
  • Computer and technology knowledge

  • Google Docs
  • MS Excel
  • MS Office
  • MS PowerPoint
  • MS Word
  • MS Windows
  • Adobe Acrobat Reader
  • Electronic mail
  • Technical terminology

  • Financial
  • Business
  • Work conditions and physical capabilities

  • Fast-paced environment
  • Repetitive tasks
  • Attention to detail
  • Personal suitability

  • Accurate
  • Client focus
  • Excellent oral communication
  • Excellent written communication
  • Organized
  • Reliability
  • Team player
  • Adaptability
  • Quick learner
  • Screening questions

  • Are you available for the advertised start date?
  • Do you have previous experience in this field of employment?
  • What is the highest level of study you have completed?
  • What is your current field of study?
  • What is your current level of study?
  • Health benefits

  • Dental plan
  • Health care plan
  • Vision care benefits
  • Long term benefits

  • Other benefits
  • Other benefits

  • Wellness program

Benefits

Extended health care, Wellness program, Dental care, Vision care
Refer code: 1992438. Innova Wealth Partners - The previous day - 2023-12-29 13:06

Innova Wealth Partners

Sudbury, ON

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