Administrative Assistant

We are looking for a dependable, detail oriented, and organized Administrative Assistant to join our team. The ability to work independently and multi-task are essential in this position. The ideal candidate for this job is resourceful, a good problem solver, organized, and has the ability to be extremely productive working independently from home. Financial industry and/or general accounting and tax knowledge is an asset.

Responsibilities and duties

• Answer incoming calls and emails, prepare correspondence for new and potential clients
• Liaising with new potential clients as well as our current clients
• Updating our CRM (Equisoft Connect)
• Provide administrative support to financial planners
• Conduct general business errands including mail pick up and scanning of documents at our Markham office
• Maintain social media accounts and website
• Light bookkeeping duties
• Prioritize and multi-task to meet various deadlines
• Assist with ongoing projects

Qualifications

• Experience in an administrative capacity
• Experience in the financial industry and/or general accounting and tax knowledge in an administrative role would be an asset
• Experience with QuickBooks would be an asset
• Strong computer skills, and proficiency in standard applications (PowerPoint, Excel, Outlook, and Word) and working in a CRM (Equisoft Connect)
• Experience with social media platforms
• Ability to analyze and revise operating practices to improve efficiency
• Exceptional communication skills
• Superior organization skills and dedication to completing projects in a timely manner

Application deadline: 2021-12-06

Expected start date: 2022-01-04

Job Types: Full-time, Permanent

Salary: $22.00-$25.00 per hour

Benefits:

• Work from home

Schedule:

• Monday to Friday

Experience:

• Customer service: 5 years (preferred)
• administrative assistant: 10 years (required)

Work remotely:

• Yes