Office Assistant – #7414 – A
Job Developer:
Karen Cake
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 22 hours per week, 9am-3pm Monday, Tuesday, Thursday, Friday.
Duties:
- 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
Requirements:
- 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
