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Administrative Assistant for Financial Advisor

$36k - $50k per year
Full-time

Grandtag Financial

Job Responsibility:

Are you a proactive, organized, and tech-savvy individual looking to join a young and energetic team? We're on the hunt for a *rockstar Administrative Assistant* to support our dynamic Financial Advisor. If you thrive in a fast-paced environment and love staying on top of details, this might just be the perfect fit for you!

*What You'll Be Doing:*

  • Prepping and organizing documents like a pro to keep everything running smoothly.
  • Following up on important cases and ensuring nothing falls through the cracks.
  • Taking charge of priority tasks and handling client requests with precision and care.
  • Coordinating with clients and being the key point of contact between them and our advisor.
  • Prioritizing tasks for the advisor so they can focus on what they do best.
  • Responding to emails and keeping our inbox under control.
  • Assisting with documentation that may involve a variety of languages, ensuring clear communication at all times.

*What We're Looking For:*

  • Computer whiz with solid skills in Word, Excel, Outlook, and PowerPoint.
  • Ability to handle documents and correspondence in diverse languages as needed.
  • A multitasker who can juggle deadlines without breaking a sweat.
  • Great communicator, both in writing and over the phone.
  • Self-starter who's not afraid to take initiative and bring fresh ideas to the table.
  • Organized, detail-oriented, and ready to roll up your sleeves.

We're a young, vibrant team that believes in collaboration, innovation, and having fun while we work. If that sounds like your kind of vibe, we want to meet you!

*How to Apply:*

Shoot your resume and a quick note about why you'd be a great fit via indeed. Let's make things happen together!

Job Types: Full-time, Permanent

Pay: $36,000.00-$50,000.00 per year

Additional pay:

  • Bonus pay

Benefits:

  • Dental care
  • Extended health care
  • Life insurance
  • Vision care

Flexible language requirement:

  • French not required

Schedule:

  • Monday to Friday

Work Location: In person

Vacancy posted 8 days ago
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