Office Assistant – #7449 – A
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Life Coach Financial
At Life Coach Financial, we specialize in comprehensive financial planning and wealth management. We offer a broad range of services including financial planning, investment services, tax planning, and financial education. Currently, we are seeking an Office Assistant. This position offers part-time, flexible hours 9am-3pm Monday, Tuesday, Thursday, Friday.
- Answer and direct phone calls
- Monitor and maintain office supplies
- Update and maintain databases such as mailing lists, contact lists and client information
- Maintain office filing and storage systems
- Process paperwork such as faxing, scanning and copying documents
- Receive, sort incoming mail and prepare outgoing mail for distribution
- Type documents, reports and correspondence as needed
- Co-ordinate and organize appointments and meetings for the advisor
- Assist with event planning and implementation
- Retrieve information when requested from head office or other organizations
- Perform work related errands such as going to the post office
- Anticipate, understand and respond to the needs of the internal and external clients to meet or exceed their expectations
- Keep office clean and tidy
- Excellent to advanced skills in Microsoft Office (Excel, Word, Outlook)
- Strong organization and attention to detail
- Knowledge of office management principles and procedures
- Knowledge of sorting/filing techniques to maintain highly detailed records
- Skilled in the use of basic communication tools like email, attaching and uploading documents
- Ability to work well independently
- Strong oral and communication skills
- Sales experience as asset
Please include a cover letter with your resume