Office Assistant/Receptionist – #6963 – A
Job Developer:
Karen Cake
The Office Assistant/Receptionist will be responsible for service excellence with all existing clients, as well as new prospects. Major responsibilities will include client service, administrative support to advisor, completion and follow up with client communication and documentation.
The incumbent will learn all policies, procedures, and available programs/services. You will demonstrate effective communication, initiative, and have strong organization skills in a fast-paced environment. Attention to detail is of top priority.
This position offers part time hours, 20 hours/week with the potential of benefits.
Duties:
- Provide administrative support to Advisor in servicing clients
- Responsible for documentation accuracy and follow up, and collating reports as directed
- Ensure effective client communication and completion of account paperwork directly with clients and advisor
- Create and manage task lists to ensure completion to internal standards
- Escalate all matters in a timely manner to advisors as warranted by the situation
- Support Advisor(s) with calls, enquiries, events, and marketing strategies designed to increase net sales
- Act as the first point of contact between advisors and their clients
- Provide sales and marketing support to advisor
- Conduct outbound calls and send emails to set up meetings/client engagements and client events
- Facilitate effective business dialogues with clients assisting in building relationships
- Establish a clearly defined course of action to accomplish goals and monitor progress against targets supported by strong note taking and effective communication
Requirements:
- Minimum 2-3 years within a support role; alternate comparable experience will be considered
- Excellent communication and customer service skills required
- Ability to listen and deliver customer needs
- Timely follow up
- Excellent phone etiquette and presentation skills
- Able to foster and maintain excellent relationships with advisors, branch support staff, Head Office staff and other key stakeholders
- Organizational and time management skills
- Able to multi-task, prioritize and meet tight deadlines
- Comfortable working in a fast-paced environment and detail oriented
- Various key responsibilities require strong time management skills with ability to manage various documents
- Must have intermediate knowledge of PowerPoint, Word, Outlook and Excel
