Administrative Assistant
Joshua Brown CFP CLU - Whitby, ON

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Position: Licences Administrative Office Assistant for Certified Financial Planner
Position type: Part Time/ Full Time position
Availability: Mon-Fri 9am-5pm
Qualifications: Completed high school
Post secondary education
LLQP - an asset
Mutual Fund Licence an asset

At least 3 years working experience as an administrative assistant in financial services
Basic knowledge in insurance and investments

Looking for an professional, organized (Licensed) Administrative Assistant to work in an office setting for a advisor for a insurance company. Duties include but are not limited to contacting current and prospective clients, booking appointments, managing schedule, responding to e-mails and phone calls, writing professional letters, filling out forms, preparing mail outs etc.

Indeed - 30+ days ago - save job - block
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