About the role
Administrative Assistant. Support Role for Financial Advisor
Location: 120 King St. West, Hamilton, ON
Part-Time Hours: 20hrs per week
Desjardins Financial Security Independent Network (DFSIN) is committed to its clients' financial success. As Financial Security Advisors, we constantly strive to offer the best solutions that can help our clients reach their goals.
We are currently searching for individuals to fill the position of Administrative Assistant on a part-time basis. This role ensures the smooth running of a well-established financial services practice and contributes in attaining continued growth by providing superior administrative support to an Insurance and Investment Advisor
The Ideal Candidate
You will act with the utmost confidentiality when organizing, coordinating, and providing administrative support to the Financial Advisor, while maintaining a shared goal of creating meaningful relationships and an exceptional experience for clients. You are a highly organized, detail-oriented, self-motivated individual who is competent in prioritizing tasks and working with little supervision. You are the kind of individual who thrives on paying attention to ‘the little things’ that make a client experience exceptional.
Qualifications
Previous success in an administrative role is an asset.
Positive attitude, exceptional people skills: interpersonal and communication
An effective multi-tasker, flexible and adept at handling fluctuating workloads
Outstanding organizational skills with a high attention to detail, ability to prioritize and work to deadlines
Highly adaptable, agile and poised when faced with change and/or ambiguity
Professional integrity and commitment
Excellent computer skills and a high proficiency with a variety of computer software programs including, Microsoft Word, Excel, Outlook as well as experience using a CRM tool.
Responsibilities
Providing administrative support to the Advisor and their clientele in a professional manner
Client interaction; answering, screening, prioritizing, and responding to phone calls and emails
Product company interaction; various insurance companies and investment/mutual fund dealers
Data entry, problem resolution, transaction follow up, generating reports as required
Preparing and maintaining client files
Please apply online.
We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.
Not the right fit? Search for Advisor Administrative Assistant jobs in Hamilton, ON
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
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About the role
Administrative Assistant. Support Role for Financial Advisor
Location: 120 King St. West, Hamilton, ON
Part-Time Hours: 20hrs per week
Desjardins Financial Security Independent Network (DFSIN) is committed to its clients' financial success. As Financial Security Advisors, we constantly strive to offer the best solutions that can help our clients reach their goals.
We are currently searching for individuals to fill the position of Administrative Assistant on a part-time basis. This role ensures the smooth running of a well-established financial services practice and contributes in attaining continued growth by providing superior administrative support to an Insurance and Investment Advisor
The Ideal Candidate
You will act with the utmost confidentiality when organizing, coordinating, and providing administrative support to the Financial Advisor, while maintaining a shared goal of creating meaningful relationships and an exceptional experience for clients. You are a highly organized, detail-oriented, self-motivated individual who is competent in prioritizing tasks and working with little supervision. You are the kind of individual who thrives on paying attention to ‘the little things’ that make a client experience exceptional.
Qualifications
Previous success in an administrative role is an asset.
Positive attitude, exceptional people skills: interpersonal and communication
An effective multi-tasker, flexible and adept at handling fluctuating workloads
Outstanding organizational skills with a high attention to detail, ability to prioritize and work to deadlines
Highly adaptable, agile and poised when faced with change and/or ambiguity
Professional integrity and commitment
Excellent computer skills and a high proficiency with a variety of computer software programs including, Microsoft Word, Excel, Outlook as well as experience using a CRM tool.
Responsibilities
Providing administrative support to the Advisor and their clientele in a professional manner
Client interaction; answering, screening, prioritizing, and responding to phone calls and emails
Product company interaction; various insurance companies and investment/mutual fund dealers
Data entry, problem resolution, transaction follow up, generating reports as required
Preparing and maintaining client files
Please apply online.
We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.
Not the right fit? Search for Advisor Administrative Assistant jobs in Hamilton, ON
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.