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Administrative Assistant

Job# 3625147
Job URL: https://welcomejobs.ca?post_type=noo_job&p=5147
Job Expired

Job Overview

Employer:  Boland & Associates Financial Services Inc.
Position:  Administrative Assistant
Duration/Type: Full Time
Location: 302-7800 Kennedy Road Markham, ON L3R 2C7
Salary: $25.00 per hour–The gross salary paid has been subject to all applicable Federal and Provincial income taxes and other statutory deductions.
Other benefits: Group insurance benefits including disability, medical, dental and eyecare coverage based on cost sharing. Company contributes to the employee RRSP contributions. Variable bonus payable twice a year based on individual and corporate performance.
Vacation: 3 weeks per year
Hours of Work: 32-40 Hours a week; Overtime rate (X1.5) applicable after 44 hours of work per week

Essential Functions / Major Responsibilities

  • Creating and maintaining detailed administrative processes and procedures to drive efficiency and accuracy.
  • Completing forms, reports, logs, and records to quickly handle all documentation and mutual funds transaction processing for RRSPs, TFSAs, RESPs, and other account types.
  • Coordinating schedules, booking appointments, and arranging meetings for staff members and clients.
  • Tracking system for purchasing, redemption and other transactions and projects.
  • Managing filing system, entering data, verifying trust information, and ensuring accuracy.
  • Preparing letters and emails for account payments, billings/ invoices, and financial information.
  • Managing phone and email correspondence and handling incoming and outgoing mail and faxes.
  • Utilizing financial software to prepare consolidated financial statements.
  • Preparing detailed financial reports to monitor and assess portfolio performance.
  • Assisting coworkers and staff members with special tasks and working effectively in a team environment.
  • Working with co-pilot Al system to generate leads and booking appointments.

Specific Job Requirements

  • Minimum 1-year experience in an administrative position is required; administrative experience in a financial advising/investment firm would be considered as an asset.
  • Completion of secondary school is required.
  • Highly organized with attention to detail
  • Excellent written, verbal and interpersonal skills

How to Apply:

By emailing to: hiring.bolandfinancialservices@gmail.com

More Information

  • This job has expired!
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