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administrative assistant
Posted on November 05, 2024 by Employer details Stiller Financial
Job details
*About Stiller Financial* Stiller Financial is a financial advisory and planning firm that provides a comprehensive suite of services to individuals, families and businesses including wealth management, investments, tax planning, insurance and bookkeeping. As one of the fastest growing practices in Canada, we have grown from humble beginnings over the past 10 years and currently serve over 2000 clients primarily in London, Stratford, Kitchener-Waterloo and the west GTA. We take pride in developing holistic and tailored planning solutions for our clients that incorporate their needs and aspirations. To learn more about us, please visit: www.stillerfinancial.com. *About the job* The Administrative Assistant will be the first point of contact Stiller Financial, handling phones, addressing client needs and coordinating the outcome of each interaction. The ideal candidate will have strong customer service skills to handle account related tasks, be highly organized, and have the ability to multi-task and problem-solve independently and as part of a team. Excellent verbal and written communication skills are essential. * Responsible for supporting clients and advisors with various applications, administrative duties, and customer service * Represent the Stratford branch for all walk-ins * Handle intake forms new clients and taxation * Administer phone service requests and inquiries * Support administrations staff with daily tasks and tickets * Manage office specific needs such as ordering supplies and banking * Proactively reach out to clients to ensure their needs are met, schedule meetings, and prepare appropriate reporting *About you* Post-secondary diploma in Administration or Business or a related field * 1-2 years? experience in a customer service, administrative, or in a client services representative role * Knowledge and experience in a financial services environment considered an asset * Proficiency in contact center technology and best practices * Expertise in commonly accepted office and administrative practices, processes and procedures * Strong computer skills and knowledge * Robust communication and interpersonal skills * Demonstrated verbal and written communication skills to communicate effectively with staff at all levels, including the public and to prepare/edit drafts * Demonstrated time management, organizational, and attention to detail skills and abilities to prioritize multiple, often conflicting priorities If you are a motivated individual looking to contribute to a dynamic team while enhancing your administrative skills, we encourage you to apply for this exciting opportunity! Job Type: Full-time Schedule: * Monday to Friday Experience: * Data entry: 1 year (required) * Computer: 1 year (required) * Administrative: 2 years (required) Location: * Stratford, ON N5A 5S9 (preferred) Work Location: In person- LocationStratford, ON
- Workplace information On site
- SalaryNot available
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source indeed.com #9515536065
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