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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 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.
Responsibilities:
- 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
Requirements:
Training will be provided. Microsoft office and general computer skills is a must.
Strong knowledge in Personal Finance is an asset (RRSP, RESP etc.)
CSC is an Asset
Hours: 10am to 5pm
Pay: $15-$17 per hour + commission.
