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    • We are currently looking for a full-time Administrative Assistant.
    • As the Administrative Assistant, your role is to provide support to the advisor team,…
    • Monitoring and ensuring financial targets are being met or exceeded for the branch.
    • Employment Status: Full-time, 37.5 hours per week.
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    • With over 40 years of experience and more than 400 retail locations, we help customers achieve their financial dreams through innovative loan products,…
    • City Tire & Auto (Clarenville) is seeking an Assistant Branch Manager to join its customer focused and safety-oriented team.
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    • With over 40 years of experience and more than 400 retail locations, we help customers achieve their financial dreams through innovative loan products,…
    • Ensure the common areas and advisory spaces of the branch are inviting and approachable for customers.
    • Contribute to the Legendary Experience in the branch by…
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    • Guide and support sales agents to attain expected targets and continuously monitor branch reports for key performance indicators.
    • Performs effective lobby management, monitoring the flow of members within the branch and ensuring all members are greeted on arrival.
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    • Working knowledge of branch operational processes and policies.
    • Working knowledge of branch technologies, processes, and performance metrics.
    • Conduct administrative activities and engage in administrative processes associated with branch management.
    • CIBC’s Wood Gundy team is the full-service brokerage…
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    • Assisting the Branch Manager in the development of plans to achieve financial objectives for the branch.
    • Through your leadership, non-management staff will…
    • Provide assistance to other employees on various branch projects as required;
    • As a member of the team, reporting to the Branch Administrator, you will provide…
    • The ABM participates in goal setting, tracking branch results and monitoring quality of sales/service delivery targets; responsible for branch compliance/FINTAC…
    • The ABM participates in goal setting, tracking branch results and monitoring quality of sales/service delivery targets; responsible for branch compliance/FINTAC…
    • The Director, ATS Business Model (ABM) Commercial Excellence, is responsible for facilitating and driving the successful implementation of the ATS Business…
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Job Post Details

Administrative Assistant - Ridgetown Branch - job post

MBI Financial
Ridgetown, ON
$18–$19 an hour - Full-time

Job details

Pay

  • $18–$19 an hour

Job type

  • Full-time

Location

Ridgetown, ON

Benefits

Pulled from the full job description

  • Life insurance
  • Employee assistance program
  • Disability insurance
  • RRSP match

Full job description

ADMINISTRATIVE ASSISTANT

We are currently looking for a full-time Administrative Assistant.

As the Administrative Assistant, your role is to provide support to the advisor team, maintain efficient and effective day-to-day operations and transactions in the office and ensure that the client’s experience with the company meets or exceeds their expectations.

Responsibilities:

· Ensure efficient and effective daily operation of the office

· Greets clients in person and over the phone, respond and redirect inquiries via phone and e-mail

· Actively contact clients to schedule meetings

· Prepare forms, materials and financial reports for client meetings

· Complete meeting follow-up activities, such as preparing paperwork, sending documents, and tracking tasks for completion

· Handle client account administration, including client inquiries and requests

· Responsible for account administration, documentation and order entry

· Handle confidential documents with the utmost discretion ensuring compliance with internal and industry regulatory requirements

· Responsible for ensuring all databases are updated and maintained

· Complete bank deposits and mailings

· Responsible for general office maintenance including ordering supplies

· General office administrative duties as assigned

Qualifications:

· Post-secondary education

· Demonstrate a professional and friendly manner

· Excellent verbal and written communication skills in English

· Relevant experience in the financial sector and/or administrative experience

· Excellent proficiency with Microsoft Office, particularly Word, Excel, PowerPoint and Outlook

· Strong organizational skills

· Meticulous attention to detail

· Ability to prioritize, multitask, work within time constraints and follow-up

· Ability to work in a team environment

· Ability to learn quickly new technologies and programs

· Strong math, analytical and problem-solving abilities

What we offer:

Opportunities for growth, within the role to expand your overall responsibilities, move into other roles (Licensed Assistant, Branch Manager, Financial Planning Assistant, Investment Funds Representative, Licensed Life Insurance Agent, Certified Financial Planner)

Flexible schedule within core operational hours

Experience:

Administrative: 2 years (preferred)

Financial services: 1 year (preferred)

Pay: $18.00-$19.00 per hour

Benefits:

  • Disability insurance
  • Employee assistance program
  • Life insurance
  • RRSP match

Flexible language requirement:

  • French not required

Ability to commute/relocate:

  • Ridgetown, ON: reliably commute or plan to relocate before starting work (required)

Experience:

  • Financial services: 1 year (preferred)
  • Administrative: 2 years (required)

Work Location: In person

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