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Job Post Details

Administrative Assistant - job post

Matthews McDonough Financial Planning
6174 Quinpool Rd, Halifax, NS B3L 1A3
$40,000–$65,000 a year - Permanent, Full-time
Responded to 75% or more applications in the past 30 days, typically within 1 day.

Job details

Pay

  • $40,000–$65,000 a year

Job type

  • Permanent
  • Full-time

Location

6174 Quinpool Rd, Halifax, NS B3L 1A3

Benefits

Pulled from the full job description

  • Paid time off

Full job description

Job Summary

We are looking for an experienced Administrative Associate who will contribute to our Firm’s success by providing value-added administrative and client service support to help us grow our business. This role is essential in supporting daily office operations, managing correspondence, and ensuring smooth communication across departments. The ideal candidate will possess strong computer skills, excellent organizational abilities, and a professional demeanor to handle various administrative tasks efficiently. Experience with medical or dental offices, bookkeeping, and customer service is highly valued. This position offers an opportunity to contribute to a dynamic work environment while developing your administrative expertise.

What you will do

Administrative Support:

  • Work directly with our advisor partners and admin team to provide a high level of defined administrative services and support
  • Customer Service & Support:
  • Provide outstanding customer service and support by putting our clients first

Process Support:

  • Contribute as part of a high functioning operations team committed to the success of our partners
  • Provide professional, knowledgeable sales and service support to help our partners to conserve and grow the business of our existing clients and their families
  • Maintain and ensure compliance standards are met

General Support:

  • Able to take on special projects, as required
  • Offer general support and coverage to peers as required

What you will bring

Experience & Education:

  • Experience in administration within the investment and insurance industry
  • Post-Secondary education or business-related field experience preferred

Technology & Applications

  • Proficient in using E-mail, Word, Excel, and a high aptitude for learning new technology
  • Technology skills to help advance the business forward using technology where applicable

Communication & Interpersonal:

  • Effective communication skills, both written and verbal, responding promptly to requests; effective telephone techniques; tact, courtesy, and patience
  • Adaptable to change, with an understanding of the need to quickly change priorities and respond in a positive manner
  • Demonstrated proactive approach, showing initiative toward process improvement and individual development
  • Strong problem-solving skills and can-do attitude
  • Establish and maintain positive working relationships with others

Organizational

  • Ability to work efficiently with multiple stakeholders within the firm, prioritize multiple tasks and implement systems to support follow-up

Pay: $40,000.00-$65,000.00 per year

Benefits:

  • Paid time off

Ability to commute/relocate:

  • Halifax, NS B3L 1A3: reliably commute or plan to relocate before starting work (required)

Work Location: In person

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