Company

Assante Wealth ManagementSee more

addressAddressNorth York, ON
type Form of workFull-time | Fixed term contract
salary Salary$20–$22 an hour
CategoryAdministrative

Job description

RESPONSIBILITIES

The ideal candidate will oversee client service and administrative support duties, including:

  • Addressing client inquiries via phone, email, or in-person promptly and professionally
  • Maintaining organized client files and a comprehensive client database
  • Tax preparation assistance
  • Managing account paperwork
  • Handling client correspondence
  • Web content management
  • Ensuring thorough and timely follow-up and reconciliation of the above tasks

Experience:

  • Proficient data entry skills
  • Advanced knowledge of MS Office 365
  • Preference for candidates with an administrative or financial services background

Job Types: Contract, Full-time

Salary: $20.00-$22.00 per hour

Expected hours: 37.5 per week

Flexible Language Requirement:

  • French not required

Schedule:

  • 8 hour shift
  • Monday to Friday

Education:

  • Secondary School (preferred)

Experience:

  • Customer service: 1 year (preferred)
  • Administrative experience: 1 year (preferred)

Ability to Commute:

  • North York, ON M5M 3Y1 (required)

Ability to Relocate:

  • North York, ON M5M 3Y1: Relocate before starting work (required)

Work Location: In person

Refer code: 1984346. Assante Wealth Management - The previous day - 2023-12-26 22:17

Assante Wealth Management

North York, ON

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