Administrative/Marketing Assistant

ROLE OUTLINE :

Assante Financial Management Ltd (Burlington,, Ontario) is currently hiring a permanent part- time administrative assistant who will play an active role in a growing business.

This highly motivated individual will provide financial administrative support, and customer service support including:

RESPONSIBILITIES:

• Basic meeting preparation: Report generation
• Setting and confirming appointments.
• Processing investment and insurance transactions/paperwork
• Managing a diligent follow up system for all processing
• Word processing
• Maintaining client files
• Database Administration
• Providing sales support such as preparing expense reports, mailers, arranging seminars
• Research and resolve all processing and customer service enquiries with expedience

QUALIFICATIONS and REQUIREMENTS:

• Several years of experience in an administrative role.
• Must have mathematical aptitude. Be detailed and have a high level of accuracy.
• Must have excellent verbal and written communication skills.
• Must have very good working knowledge of Excel and Word.
• Mature, well presented, with a strong customer service focus.
• Preference given for experience in a financial planning setting..

Name:

Mike Lubanovic /
Joan Cosby

Email:

mlubanovic@assante.com or jcosby@assante.com

Phone:

905-335-2291

In Person Preferred:

Feb 15, 2:00 to 4:00 or 5:00 to 7:00

100-4145 North Service Road,
Burlington, ON L7L 6A3