We are seeking a highly organized and professional Assistant to support a Financial Advisor in a fast-paced client service environment. The ideal candidate will be detail-oriented, proactive, and able to manage multiple priorities while delivering excellent customer service.

Key Responsibilities:

• Answer and direct calls on a multi-line phone system in a courteous and professional manner
• Schedule, confirm, and track client appointments and meetings
• Prepare, organize, and process client paperwork and documentation
• Follow up on outstanding paperwork and client requests to ensure timely completion
• Maintain accurate client records and internal tracking systems
• Assist with client communications, including emails, reminders, and correspondence
• Provide administrative support to the Financial Advisor as needed

Qualifications:

• Previous administrative or office experience preferred
• Strong attention to detail and excellent organizational skills
• Professional communication skills—both written and verbal
• Ability to manage time effectively and prioritize tasks
• Proficient with Microsoft Office (Word, Excel, Outlook)
• Experience in financial services or insurance industry considered an asset, but not required

Personal Attributes:

• Friendly, professional, and client-focused
• Reliable, responsible, and able to maintain confidentiality
• Self-motivated with a strong work ethic

With the JOB ID & POSITION in the subject line, email resume to:  jobs@employmentserviceselgin.ca