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Job Description
If you are interested in working in a fast paced environment providing support to the Ascendant Financial team, this position may be of interest.
As a successful candidate, you will work with a diverse team of professionals. You will assist with client data entry, record management, and related documentation and draft routine correspondence . Your flexible approach and well-developed organizational skills will assist in the completion of various other responsibilities including reception filing, faxing, photocopying and other duties as required.
Preferred Experience Completion of Grade 12 or equivalent. Applicants must have a strong knowledge of Google G-Suite and its software programs Applicants must have a strong knowledge of Microsoft Office including Word, Excel software programs. Excellent formatting, grammar and proofreading skills are required. Have experience in a similar role (preferred but not required) Have completed or are willing to complete the Life Licensed Qualification Program
Job Responsibilities: Act as the point of contact among advisors, teammates, clients and other external partners Manage communication flow and records in a timely and accurate manner Managing the advisors calendar, setting up meetings, and taking notes during meetings Coordinating tasks and prioritizing the most sensitive matters for advisors Sending reminder if anything is overdue Continuously looking for ways to improve the workflow and processes Developing SOPs when necessary to make operations more efficient Format information for internal and external communication – memos, emails, presentations, reports Providing administrative assistance, such as writing and editing e-mails, drafting memos, and preparing communications on the advisor’ss behalf Make travel and accommodation arrangements, provide general administrative support, and other tasks when requested to.
Company Description
We empower Canadians coast to coast with total financial control, so that they can live a stress free peaceful financial way of life.
We empower Canadians coast to coast with total financial control, so that they can live a stress free peaceful financial way of life.
