JOB SUMMARY

Office Management

• Answer the office telephone and process daily mail/courier
• Order marketing supplies, forms, prospectuses and office stationary
• General office tasks such as filing, photocopying, paper refill

Contract/Sales Administration

• Process financial services advisor contract documents for the various licences required by regulators
• Assist with advisor registration for various services, programs and courses
• Process insurance policies and investment transactions; reviewing the documentation for accuracy and any client follow-up
• Maintain a log of sales documentation flowing to and from head office to follow its process through the various departments

Communication

• Keep advisors informed about important communications from head office regarding areas such as compliance, technology, product and process changes
• Follow up with various head office departments on issues of benefit to the centre

Meeting Support

• Assist with the planning of financial centre functions such as the holiday season party and team meetings
• Order refreshments for office meetings

This is an ideal opportunity to be a key resource at the centre of activity in a professional office.

QUALIFICATIONS

• Solid oral and written communication skills; a pleasant manner
• Able to maintain and improve administrative processes
• Attention to detail and good with numbers
• Organized but flexible to take on a new task of greater priority
• Self-directed and able to complete task with limited supervision
• Maintain staff and client confidentiality
• Working knowledge of Microsoft Word, Excel, PowerPoint and in internet navigation and research
• Industry experience an asset

Please refer the Job description for details