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SalaryJob description
Company description
Plater Financial Inc. is a family owned and operated financial advisory company in Sarnia Ontario. We have been in business for over 35 years. With our continued growth, we are looking to expand our team to assist with the workload.
To learn more about us, please look to our company website. www.platerfinancial.com
Job description
Duties and Responsibilities
Greet and service our clients and prospective clients by making them feel valued and important.
Provide above average friendly service over the phone, by e-mail and in person.
Provide support service to the Senior Admin and advisory team.
Review /prepare financial (deposits, switches, redemptions, etc.) and non-financial (change of name, address, banking, etc.) change request documentation.
Maintain and input data into our Client Management System.
Contact clients to book appointments and update information.
Complete and process all necessary paperwork for clients to sign both physically and electronically.
Complete employee payroll and tax information, as needed.
Make adjustments to advisor schedules and update calendars accordingly.
Process and file paperwork.
Maintain general office appearance.
Perform other duties as assigned.
Skills and Qualifications
Ability to work independently and within a team.
Previous experience in customer service or as an Administrative Assistant role.
Excellent written and communication skills.
High level of attention to detail.
Proven organizational and problem solving skills.
Works well in a multi task environment without supervision.
Self motivated with a strong work ethic.
Proficient computer skills (eg. MS Word, Excel and Outlook)
Education and Training Requirements
Secondary School Diploma or equivalent
University degree or College diploma is an asset..
Financial Services or Banking background is an asset.
Job Types: Part-Time, Permanent
Salary: $20 per hour
Benefits:
- On-site parking
Schedule:
- Monday to Friday, no weekends or holidays
- PT hours flex between 9am-5pm,
- Coverage of Senior Admin absence as needed
Work remotely:
- No
Application deadline: March 29, 2024
Job Types: Part-time, Permanent
Salary: From $20.00 per hour
Schedule:
- Day shift
- Monday to Friday
Work Location: In person
Application deadline: 2024-03-29
