Select Page

Administrative Assistant

Dec 10, 2021 | Job Postings

The administrative assistant is a key member of the team as we help clients achieve lifetime financial security and live healthier lives. As the adminstrative assistant, you will have three critical areas of focus on the team:
1. Deliver an exceptional client experience for current and potential clients who call or come into the office
2. Ensure a full and balanced advisor calendar of appointments creating sales opportunities
3. Help to create a smooth, efficient and compliant office
• Schedule appointments and manage client follow-up calls
• Provide fast, personalized client administrative services
• Greet and welcome visitors to the office and provide a seamless client experience
• Complete form processes through Head Office as permitted
• Manage the administrative side of the advisor’s practice conscientiously and reliably to help ensure and maintain compliance
• Manage office tasks such as filing, Salesforce updates, generating reports, presentation and set up for meetings
• Manage advisor’s workflow (preparation for client meetings, events, tasks, follow up, etc.)
• Support the advisor to create marketing / sales opportunities (mining client data, marketing efforts, client service proactive contact, etc.)

Required skills and competencies

Interpersonal and team relationship skills
• Strong relationship-building skills – strong communicator, desire to be part of a team, willing to receive and provide constructive feedback to improve

Administrative skills
• Attention to detail, thoroughness, accuracy
• Strong prioritization skills
• Strong keyboarding and computer skills, including Salesforce

Client service skills
• Pleasant and proactive approach with client first focus; enjoys customer service in a sales environment
• Strong verbal and written communication skills
• Is patient and composed under pressure
• Resilient, able to handle objections and challenges from clients

Personal reliability
• Action oriented – is proactive, takes initiative, self-starter
• Good judgment and common sense
• High integrity and trustworthy
• Dependable and conscientious

Experience in financial services is an asset.

Salary negotiable based on experience. 30 hours per week Monday to Thursday (Friday’s off) working for 2 advisors.

Contact: Kory Nason –

Share This