Administrative Assistant / Associate

Investors Group

We are seeking a qualified individual to assist a Financial Consultant in our Smithers office. The successful candidate will be professional, intelligent and energetic.

Main Responsibilities:
Provide a superior level of administrative support;
General office correspondence and client follow-up correspondence;
Maintenance of CRM database (training provided);
Organization, management, and maintenance of client filing system;
Develop and manage schedules on a daily basis, schedule meetings and arrange client calls;
Handle highly sensitive and confidential matters relating to the daily activities of the company;

Qualifications and Education:
Knowledge of financial services industry an asset but not a requirement;
Excellent English proficiency;
Mutual funds and LLQP Life Insurance licensing will be required within 6 months of start date

Skills:
Microsoft Office, Excel, Outlook experience;
Excellent Organization Skills, Time Management, Verbal and Written Communication is required;
Ability to work in team atmosphere;

Required experience:
Administrative Assistant experience an asset but not a requirement

Compensation and benefits:
Competitive salary that will be commensurate with experience, benefits available

 



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Job Type: Full Time

Location: Smithers, British Columbia (BC)

Job Category: Banking/Financial Services
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Post Date: 2017/07/25

Closing Date: 2017/09/04

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