Office Assistant/Receptionist – #6751 – A
The Office Assistant/Receptionist will be responsible for service excellence in all dealings with existing clients, as well as prospects. Major accountabilities will include client servicing, administrative support to advisor, completion and follow up on client communication and documentation, including other duties as assigned.
The incumbent will take the initiative to learn about policies, procedures, and available programs/offerings. Demonstrating effective communication, taking initiative, and having strong organization skills in a fast-paced environment will be key. A detail-focused individual is top priority.
This position offers part time hours, 15 hours/week. Hours of work are 9am-2pm Monday, Wednesday and Friday.
Provide administrative support to Advisor in servicing clients:
- Responsible for documentation accuracy and follow up, when required, 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 on 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
- Outbound calls and 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
Professional Experience:
- Minimum 2-3 years within a support capacity. Alternate comparable experience will be considered
Communication:
- Excellent customer service skills required
- Ability to listen and deliver customers’ 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 skills and time management:
- Able to multi-task, prioritize and meet tight deadlines
- Should be comfortable working in a fast-paced environment and be detail oriented
- Various key responsibilities require strong time management skills; strong ability to manage various documents is required
Computer software:
- Must have intermediate knowledge of PowerPoint, Word, Outlook and Excel
Please apply with resume and a cover letter
