We are independent Financial Advisors working for Keybase Financial Group.
We have been in business for over 25 years and actively manage client portfolios.
We are looking to fill an Executive Assistant position within our office. This requires providing assistance to two financial advisors in a timely and consistent manner.
- Answering client inquiries and assisting to client issues
- Filling out administrative documents (forms, applications etc.)
- Data Entry (including income tax returns)
- Filing and record keeping
- General office maintenance
- Various marketing initiatives
- Lead generation and prospecting
- Other administrative tasks as required by the Financial Advisors
Training will be provided. Microsoft office and general computer skills is a must. Experience in personal finance, income taxes and administrative work is an asset.
Hours: 10am to 5pm
Pay: $15-$17 per hour + commission.
How to Apply:
Email resume and cover letter to Rishi @ firstname.lastname@example.org