Associate Financial Advisor

Full Time

Website iFreedom Financial Solutions Inc.

Role Description This is a full-time on-site role for an Administrative Assistant. The Administrative Assistant ensures smooth and efficient operations by providing administrative support to the advisor. Daily tasks include answering phones, scheduling appointments, communicating with clients and associates, executive administrative assistance, completing paperwork, processing transactions. Qualifications Administrative Assistance and Executive Administrative Assistance skills Excellent Phone Etiquette and Communication skills Strong Clerical Skills Ability to multitask and prioritize tasks Excellent organizational and time management skills Experience with Microsoft Office Suite and other office technologies Experience in a financial-services or insurance industry is a plus Bachelor’s degree in Business Administration or related field is preferred CSC Course and/or LLQP certification an asset

Source

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