Financial Administrative Assistant
Dundee Wealth / TRL Financial Inc. - Sarnia, ON

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We are currently seeking a full-time financial assistant to join our team and play an active role in delivering superior service to our existing clients as well as contribute to our firm's continued growth.

Duties include:

  • Processing investment and insurance transactions
  • Preparing word-processed illustrations
  • Researching and preparing for client meetings and follow-up reporting
  • Keeping excellent records and files
  • Maintaining the firm's database including appointment scheduling
  • Managing client relationship program

Skills and qualifications:

*University/College or equivalent experience
*2 years of related experience in a financial/insurance office
*Working knowledge of mutual funds, GIC's and life insurance
*Attention to detail and accuracy is essential
*Must be proficient in WORD and EXCEL
*Strong customer service focus and an outstanding work ethic
*Must have an ability to prioritize work and multitask in a busy environment
*Mutual Fund license and/or a life insurance license would be an asset.


Indeed - 20 months ago - save job
About this company
We are a financial services firm in Sarnia, ON that provides financial, retirement and estate palning solutions to our clients.