About Us: Douglas Stroud and his team have created a reputable financial firm dedicated to providing comprehensive financial planning and investment management services to our clients for over 15 years. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Position Overview: We are looking for an enthusiastic Administrative Assistant to join our team, the Assistant will coordinate and deliver exceptional administrative support to the Advisor and other licensed team members. As a valued member of the team, the Assistant manages scheduling to maximize Client opportunities, welcomes visitors to the office, and helps to create an efficient and compliant office environment. Candidates hired into this role by Douglas will not have an employment or contractor relationship with Sun Life. Their services will be engaged exclusively by the Douglas Stroud, Advisor. Responsibilities:Provide administrative support to financial advisors, including scheduling appointments, managing calendars, and organizing meetings.
Assist in preparing and processing client paperwork, including account openings, transfers, and other administrative forms.
Maintain client records and ensure accuracy and completeness of information.
Answer and direct phone calls in a professional manner, addressing inquiries or directing to the appropriate team member.
Coordinate and prepare documents and materials for client meetings and presentations.
Assist in general office tasks such as filing, scanning, and maintaining office supplies.
Collaborate with team members to ensure smooth operations and client satisfaction.
Qualifications:High school diploma or equivalent; Office Administration Certificate, a Diploma, or bachelor’s degree preferred.
Prior administrative or office experience, preferably in a financial services or related industry.
Proficiency in Microsoft Office suite (Word, Excel, Outlook) and other office software.
Excellent organizational skills with the ability to prioritize tasks and manage time effectively.
Strong attention to detail, accuracy in data entry, form literacy, and record-keeping.
Excellent communication skills, both written and verbal.
Ability to maintain confidentiality and handle sensitive information with discretion.
Management of Social Media Business Pages
Positive attitude, willingness to learn, and ability to work effectively both independently and as part of a team.
Responsibilities
About Us: Douglas Stroud and his team have created a reputable financial firm dedicated to providing comprehensive financial planning and investment management services to our clients for over 15 years. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Position Overview: We are looking for an enthusiastic Administrative Assistant to join our team, the Assistant will coordinate and deliver exceptional administrative support to the Advisor and other licensed team members. As a valued member of the team, the Assistant manages scheduling to maximize Client opportunities, welcomes visitors to the office, and helps to create an efficient and compliant office environment. Candidates hired into this role by Douglas will not have an employment or contractor relationship with Sun Life. Their services will be engaged exclusively by the Douglas Stroud, Advisor. Responsibilities:Provide administrative support to financial advisors, including scheduling appointments, managing calendars, and organizing meetings.
Assist in preparing and processing client paperwork, including account openings, transfers, and other administrative forms.
Maintain client records and ensure accuracy and completeness of information.
Answer and direct phone calls in a professional manner, addressing inquiries or directing to the appropriate team member.
Coordinate and prepare documents and materials for client meetings and presentations.
Assist in general office tasks such as filing, scanning, and maintaining office supplies.
Collaborate with team members to ensure smooth operations and client satisfaction.
Qualifications:High school diploma or equivalent; Office Administration Certificate, a Diploma, or bachelor’s degree preferred.
Prior administrative or office experience, preferably in a financial services or related industry.
Proficiency in Microsoft Office suite (Word, Excel, Outlook) and other office software.
Excellent organizational skills with the ability to prioritize tasks and manage time effectively.
Strong attention to detail, accuracy in data entry, form literacy, and record-keeping.
Excellent communication skills, both written and verbal.
Ability to maintain confidentiality and handle sensitive information with discretion.
Management of Social Media Business Pages
Positive attitude, willingness to learn, and ability to work effectively both independently and as part of a team.
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