Job opportunity
Office Administrator
Ascenthya
Keep a busy financial firm running smoothly. You make sure clients are welcomed, files are complete and advisors have what they need to do their best work.
You handle the day-to-day running of the office: scheduling, client records, application paperwork and follow-ups with our insurance and investment partners. Accuracy and privacy matter here, because you work with confidential client information every day.
This is a salaried, full-time position.
What you will do
Greet clients and answer calls and emails with care
Manage calendars and book client meetings for advisors
Prepare, check and track insurance and investment applications
Keep client records accurate, complete and secure
Follow up with partner companies on files that are still open
Support new advisors as they start, and keep office systems and supplies in order
Requirements and qualifications
At least 1 year of office administration or client service experience
A high school diploma or equivalent
Clear written and spoken English
Willing to sign a confidentiality agreement
The legal right to work in Canada
An LLQP license, or in process of getting one
What you bring
Strong organization and attention to detail
Confidence with email, calendars, spreadsheets and online tools
Care with confidential information
A calm, friendly manner with clients
#J-18808-Ljbffr
Apply on source site You handle the day-to-day running of the office: scheduling, client records, application paperwork and follow-ups with our insurance and investment partners. Accuracy and privacy matter here, because you work with confidential client information every day.
This is a salaried, full-time position.
What you will do
Greet clients and answer calls and emails with care
Manage calendars and book client meetings for advisors
Prepare, check and track insurance and investment applications
Keep client records accurate, complete and secure
Follow up with partner companies on files that are still open
Support new advisors as they start, and keep office systems and supplies in order
Requirements and qualifications
At least 1 year of office administration or client service experience
A high school diploma or equivalent
Clear written and spoken English
Willing to sign a confidentiality agreement
The legal right to work in Canada
An LLQP license, or in process of getting one
What you bring
Strong organization and attention to detail
Confidence with email, calendars, spreadsheets and online tools
Care with confidential information
A calm, friendly manner with clients
#J-18808-Ljbffr