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executive assistant
Posted on October 31, 2024 by Employer details Professional Investments
Job details
*Job Summary* Professional Investments is seeking a highly organized and proactive Executive Assistant to provide comprehensive administrative support to our wealth management team. The ideal candidate will possess exceptional communication skills, a strong attention to detail, and the ability to manage multiple tasks efficiently. *Responsibilities* * Providing executive administrative support to the Lead Advisor * Manage advisors? calendars, including scheduling meetings and appointments Coordinate and schedule appointments with clients Prepare correspondence, communications, presentations, and other documents * Assist in the preparation of financial reports, presentations, and client communications * Prepare forms and data processing Maintain electronic and paper filing systems Assist in the preparation of reports and presentations Act as the point of contact between advisor and internal/external clients * Handling confidential and sensitive information with discretion and professionalism. * Assisting in preparing advisors for client meetings, including preparation of account opening documentation, product research, etc. * Order processing of transactions and efficiency follow ups * Following up relating to all client transactions to ensure proper processing and minimization of errors. * Performing other duties as assigned *Experience* * Proficiency in using DocuSign for electronic document signing * Familiarity with financial information, Book Keeping, Legal and Tax Documents * Strong administrative skills with experience in proofreading and clerical tasks * Excellent phone etiquette and experience with phone systems * Proficient in Microsoft Office Suite and Google Suite applications, Excel * Experience with financial planning software is an asset. * Experience with industry research and reporting software such as Morningstar and Equisoft is a strong asset. * Proven ability to manage multiple tasks and prioritize effectively in a fast-paced environment. * Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals. * An ability to maintain the highest levels of confidentiality with discretion. * An excellent attitude and commitment to providing extraordinary service. * Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually). * Strong organizational skills with an excellent attention to detail. * A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities. Job Type: Full-time Pay: $40,000.00-$50,000.00 per year Benefits: * On-site parking * Paid time off Flexible language requirement: * French not required Schedule: * Monday to Friday Experience: * Clerical experience: 2 years (required) * Phone etiquette: 1 year (required) * Filing: 1 year (preferred) * Administrative experience: 2 years (required) * DocuSign: 1 year (preferred) Work Location: In person Application deadline: 2024-11-22 Expected start date: 2025-01-06- LocationKingston, ON
- Workplace information On site
- Salary$40,000 to $50,000YEAR annually
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source indeed.com #9508616162
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