Administrative Assistant

COMPANY:	Assante Capital Management Ltd.
START DATE:	Immediate
HOURS/WEEK	20 flexible hours
LOCATION:	Mississauga – City Centre
APPLICANT DEADLINE:	September 30, 2007

Primary objective:

Provide support to a Senior Financial Advisor in the day to day operation of an established financial planning practice. Problem solving abilities and the attention to detail are important components to this position, as this individual must reflect the high standards of service that Assante strives for.

RESPONSIBILITIES:

Execute all orders, purchases, sales, transfers, etc.
Manage a follow-up system to ensure all transactions have been completed properly
Prepare presentations for clients and organize all appropriate documentation
Review signed documentation before implementation
Maintain business accounts for Financial Advisory team ensuring all commissions due are paid, and expenditures charged are valid
Word processing of all correspondence, proposals, marketing pieces, etc.
Answer incoming telephone calls on an ad hoc basis when required
Assist with minor clerical duties as required

Required skills :

Experience in the financial planning or brokerage industry a definite asset
Must exhibit strong organizational skills, excellent communication and problem solving abilities
Solid proficiency in PC software including MS Word, Excel, Power Point
Good analytical skills
Positive telephone manner
Good mathematical aptitude
Ability to maintain confidentiality at all times with regard to client information
Able to prioritize and work independently

CONTACT INFORMATION: Please forward your resume and cover letter as follows:

Name:	Lisa Morra	Email:	lmorra@assante.com
Phone:	905-949-5323 ext 222	Fax:	905-949-5323

We appreciate your interest. However, only those under consideration will be contacted.