Administrative Assistant (ft)
Carney Lyster & Associates
Mississauga Ontario
Salary: Neg Per Hour
Responsibilities
will include, but are not limited to:
· Receive client inquiries on behalf of the
Consultant and determine appropriate course of action. This may include
proactively investigating and resolving client problems and recording the
nature of the inquiry and advising the Consultant.
· Collection and distributing incoming mail.
· Processing and reviewing daily business
transactions regarding client accounts and managing / updating client records
and databases.
· Digitally preparing and maintaining client files, paperwork, and meeting notes.
Qualifications
· Administration Diploma or other
Post-Secondary degree in a relevant discipline or equivalent experience.
· Minimum 3 years administrative experience,
preferably in the financial services industry.
· Strong communication skills, with the
ability to work collaboratively and independently.
· Discretion and ability to organize and
prioritize multiple tasks under tight deadlines.
· Proficient in MS Office Suite (Outlook, Word, Excel, Power Point).
Job Overview
Posted Date: 24 Apr 2024
Location: Mississauga Ontario
Salary: Neg Per Hour
Apply By: 09 May 2024
Company Information
With over 90 years of combined experience, we are committed to providing you with comprehensive financial planning and wealth management. We offer a sophisticated approach to wealth building and protection, creating tailored strategies to fulfill your short and long-term needs.
Name: Carney Lyster & Associates
Web: https://www.carneylyster.com