Private User
Administrative Assistant
Description
Job Description:Job Description Cremasco Financial is a family owned and operated financial service business located in Guelph, Ontario. From investments – through mutual funds or securities, to insurance, we provide world class service for individuals, families, and businesses. At Cremasco, we take great pride in our work and the relationships that we build. For this role of Administrative Assistant, we are looking for a candidate who is passionate about client service while being very detail oriented. Experience in the financial services industry as an assistant is preferred or formal education in business, economics, or finance with an eagerness to learn. Cremasco offers the opportunity to apply your passion and collaborate with top advisors and the clients they serve. Key Responsibilities: - Work closely with Financial Advisors to assist and support clients; - Prepare client documents & client statements; - Assist Financial Advisors with meeting preparation; - Schedule appointments; - Process financial transactions; - Answer phone calls and emails; - Managing client files – electronic and hard copies. To thrive in our company, you need to: - Must possess strong interpersonal skills and a commitment to excellence - Must be proficient in Microsoft suite, including but not limited to, Word, Excel, and PowerPoint - Professional, positive attitude - Strong organizational skills - Must demonstrate high level of attention to detail - Comprehensive understanding of financial and investment terminology would be strongly considered an asset - Experience with Client Relationship Management tools is considered an asset Education and Experience - Bachelor’s Degree or College Diploma in economics, finance, or business - IIROC or MFDA licensed is considered an asset This is an opportunity that requires the successful candidate to work within the office. If working on this tight-knit, collaborative team sounds like the opportunity you’ve been waiting for, apply today directly to this posting. While we appreciate all interest in the role, only the top qualified candidates will be contacted. Job ID: 32695919
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Cremasco Financial
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Cremasco Financial
Images:
- Job type: Full-Time
- Company: Cremasco Financial
Private User
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jobs | other
2023-08-06