Job id
:
1347812018
 
Posting Date
:
February 18, 2020
 
Expiry date
:
March 19, 2020
 
Vacancies
:
1
 
Website
:
 
 
 
 

ADMINISTRATIVE ASSISTANT (NOC 1241)

 

 

Job description:

 

Employer: Investors Group Halifax Region Division #41

Work location: Halifax, NS

NOC: 1241

Wage: $16.50/hour, 37.5 hours/week

Position available: 1

Job type: 18 to 24 months, full time

Employment conditions: from 8:30am to 4:30pm, overtime maybe required  

Start date: As soon as possible   

Submit application to: ighr.halifax@gmail.com (recruiter from employer)

 

Job duties:

 

-          Set up prospect file folders, create mail merge letters to prospects and clients.

-          Telephone contact to prospects and clients.

-          Communicate with head office on issue and placing problems.

-          Follow up with other financial institutions for fund transfers.

-          Act as key contact person between Consultant and clients, to free up Consultant to pursue sales and new business. Includes follow-ups.

-          Maintain up-to-date client files.

-          Research and respond as necessary to incoming mails and phone calls from clients. Handle all issues except the most complicated, without getting the Consultant involved.

-          Help create and prepare presentation materials and reports by using the Microsoft Office Suite.

-          Schedule, re-schedule, and confirm appointments (incl. initial, up-to date, annual review) with the clients.

-          Input and update clients and prospects information into the Company’s internal system.

-          Maintain and update digital mailing distribution list for Consultant for newsletters, calendars, birthday cards, etc.

-          Retrieve, screen and sort Consultant’s mail; research and respond to as much as possible without involving the Consultant and save emails on the Company’s internal system.

-          Screen incoming calls. Return messages for Consultant. Intercept and handle telephone messages where possible.

-          Compose and create correspondence for the Consultant, where terminology, grammar and set-up require judgment and skill.

-          Make travel arrangements.

-          Order business cards, office supplies, stationery, etc.

-          Follow up with technical support person for Consultant with laptop, telephone, or tablet problems.

-          Review for accuracy and refer completed forms submitted by Consultant or Associate to region office operations team.

-          Arrange for meetings and facilities, attend meetings and take minutes.

 

 

 

 

 

Qualification:

 

-          Post-secondary degree in a relevant business discipline. 

-          Three or more years of administrative experience, preferably in the financial services industry.

-          Strong PC skills, including knowledge of Microsoft Office Suite and financial services software.

-          Customer service orientation.

-          Organization and communication skills, Mandarin language skill will be considered as asset

-          Strong attention to detail and ability to work independently is a must