Administrative Assistant

COMPANY:

Assante Capital Management

SALARY

TBD

HOURS/WEEK

Part-Time

BRANCH LOCATION:

Hwy 404 and Sheppard Ave E., Toronto ON

APPLICANT DEADLINE:

N/A

ROLE OUTLINE:

Provide part-time administrative assistance to the Financial Advisor/Branch owner.  The position requires the person to work independently and proactively, and exercises a significant degree of detail and initiative to support ongoing clients and prospect requirements.

RESPONSIBILITIES:

• Filing, maintaining compliance logs, current marketing, prospectus and annual report inventories.
• Professionally answer incoming calls and direct appropriately.
• Assist in the preparation of client meeting packages.
• Prepare courier packages and way bills.
• Other duties as assigned.

QUALIFICATIONS and REQUIREMENTS:

Experience

• 3 plus years of progressively responsible administrative experience.

Knowledge, Skills, and Abilities

• Experience in Microsoft Office software, Windows.

Name:

Kevin Nimchonok

Email:

Kevin.nimchonok@assante.com

Phone:

N/A

Fax:

N/A