Administrative Assistant

Our client, an established Financial Advisor located in Owen Sound, ON, is currently seeking an experienced Administrative Assistant. The ideal candidate will provide exceptional administrative support to the Advisor including managing their schedule and creating an efficient office environment. Must have excellent interpersonal skills, superior attention to detail and ability to work with confidential information. This is a permanent, long-term, part-time role, offering flexibility in work schedule.

Why Should I Apply?

• Great Starting Wage - $18 Per Hour
• Day Shift – Monday to Friday – No Weekends!
• Great Work/Life Balance
• Small Team with Great Company Culture
• Excellent Opportunity for Growth & Development

About The Company

As a Financial Advisor, our client has been providing superior support to her clients by assessing their needs and identifying both short and long-term financial goals. She offers exceptional guidance in matters pertaining to tax law, insurance, and investment options, providing clients with the peace of mind to feel confident in their financial future.

About The Role

• Co-Ordinating & Delivering Exceptional Administrative Support to the Advisor
• Managing Office Tasks Such as Filing, Generating Reports, & Updating Data
• Developing & Executing Plans to Meet Operational & Administrative Goals
• Scheduling Appointments, Preparing for Meetings, & Organizing Events/Follow-Ups
• Researching & Producing Marketing Material to Generate Sales Opportunities
• Providing Excellent Customer Service
• Gathering & Compiling Statistics
• Monitoring & Responding to Head Office Inquiries
• Other Office Related Duties as Assigned

Qualifications

• Minium Post-Secondary Education
• Proven Ability to Work Independently & Competently While Multi-Tasking
• High Degree of Accuracy & Reliability with Superior Organizational Skills
• Professional Appearance & Client-Centric Focus
• Excellent Interpersonal & Communication Skills
• Highly Organized & Able to Prioritize Workload
• Strong Attention to Detail

Requirements

• High Level of Tact while Working with Confidential Information
• Previous Experience in Customer Service, Office Admin or Related Field
• Must Pass Criminal Background Check
• Proficient in Microsoft Office Suites & Salesforce

You may be a great fit for this position if you have previous experience as an Administrative Assistant, Office Manager, Financial Planner, Insurance Broker, Accountant, Tax Planner or Bookkeeper.

To apply, send your resume via this posting only. While we thank you for your interest, only selected candidates will be contacted for an interview.

Job Types: Part-time, Permanent

Pay: From $18.00 per hour

Expected hours: 9 – 18 per week

Schedule:

• Day shift
• Monday to Friday
• No weekends

Ability to commute/relocate:

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

Work Location: In person