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Administrative Assistant

Essential Functions / Major Responsibilities

• Managing phone calls, responding to client inquiries, and scheduling appointments to facilitate seamless interactions between clients and brokers.
• Assisting in the preparation of financial documents, reports, and correspondence, ensuring all materials are accurate and professionally presented.
• Maintaining and updating client records and financial databases to ensure information is current and easily accessible.
• Conducting market research and analysis to assist agents in making informed investment decisions and providing clients with relevant information.
• Organizing meetings, preparing agendas, and taking detailed minutes to support effective communication and decision-making within the team.
• Ordering and managing office supplies, ensuring the office environment is organized and that resources are readily available.
• Processing invoices, expense claims, as well as assisting with accounts payable and receivable tasks.
• Ensuring that all client records and company practices adhere to regulatory requirements, maintaining compliance within the financial services sector.
• Perform other related duties as assigned ensuring the efficient and effective functioning of the office

Specific Job Requirements

• Minimum of one year experience in an office administrative position is required. Prior experience in administrative roles within the financial services industry is advantageous.
• Completion of secondary school is required. A college diploma in business administration, finance, or a related field will be considered as an asset.
• Excellent communication, interpersonal and organizational skills

How to Apply

By email to: jobs.CIKCapital@outlook.com