Financial Administrative Assistant

at  GT Wealth

FINANCIAL ADMINISTRATION ASSISTANT

Canada’s mature yet complex tax system has led to a growing public demand for expertise in tax and risk management, extending beyond wealth accumulation. At GT Wealth, our motto is to be one of the most recommended companies for financial planning services. We are now seeking a dedicated and responsible Administrative Assistant to join our team.

SKILLS AND ABILITIES:

• Good Listening and customer service skills
• Good verbal and administrative written communications
• Good Managing Processes and Organization Skills
• Good Problem-Solving Skills and with the ability to multi-task
• Extensive Microsoft Office Skills
• Professionalism

EDUCATION AND EXPERIENCE:

• Degree or Diploma in financial, administration, business, communications, or another related field
• 2 yrs or above experience in an administrative role

• Provide general supports to Director
• Answer and direct phone calls from existing clients, and act as the point of contact for internal and external clients
• Organize and schedule appointments for Director
• Plan meetings and take detailed minutes
• Assist and prepare financial applications
• Develop and maintain client investment account filing system
• Maintain clients contact lists