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Executive Assistant
Posted date [Mar-08-13]  (ID: 24700)
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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.
This post has expired! It was posted more than 60 days ago.

 

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.

Job Title Executive Assistant
Company Name Keybase Financial Group
Email rsholanki@keybase.com
Category Category -> Admin / Office
Job Type Job Type -> Full-Time
Salary
Location Richmond Hill
Area Area -> Richmond Hill