Administrative Executive (Financial Services)

Company:  TalentSphere Staffing Solutions
Location: Ottawa
Hours: Full Time
Type: Permanent
Job Requirements / Description
Position:Administration Executive
JOB ID: 16399090
Location:Ottawa – IN-OFFICE
Salary:$60-65,000++ plus excellent environment, full benefits and room to grow
Industry:Financial services

For over 30 years our client has offered full service financial planning options, advice, products, solutions and services. Stable and growing, this mature and respected group need to add an Administrative Executive to their professional team.

If you have strong and demonstrated professional administration skills, top-notch customer service skills, and previous financial services or banking industry experience– this could be your dream job!

About the role:
Working in the head office in Ottawa, you will be the Main point of contact for clients and customers. You will assess their needs and resolve, redirect, refer, or other, supporting the clients throughout the process. As the Administrative Executive your responsibilities would include but not be limited to:
  • Scheduling appointments, preparing documentation, and assist with marketing activities.
  • Assist financial advisors with daily activities, including maintaining calendars, preparing correspondence, and providing customer service
  • Ensure client information is accurate and current.
  • Respond to client inquiries with efficiency and accuracy
  • Coordinate review meetings and prepare information needed for meetings
  • Assist with monitoring portfolios
  • Maintain up-to-date product and industry knowledge.
About you:
  • Degree or Diploma in Business Administration or related study
  • Minimum 5+ years in a senior administrative capacity
  • Minimum 3 years within the financial service, or banking industry
  • General knowledge of financial services products is a MUST
  • Licenced Representative preferred
  • Strong computer application skills -specifically Microsoft Office
  • Exceptional communication, both oral and written is mandatory
Why Apply?
This company values its people, their culture, business and purpose. Work with wonderful people and like minded individuals in a fun environment. There is room to grow for the right person.
For immediate consideration apply to: jlawson@talentsphere.ca
Deadline for application: Friday February 16th



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