Job Description

Administrative Assistant - Financial Services (Part-Time)

Service Financier Michel Levesque - Financial Services Inc.

Bathurst, New Brunswick

Are you detail-oriented, dependable, and looking for a flexible part-time opportunity in a professional environment?

Service Financier Michel Levesque - Financial Services Inc. is seeking a motivated individual to join our team in Bathurst, NB. You'll assist in supporting our clients and advisors in both the investment and insurance sectors, ensuring top-tier service and efficient daily operations.

:

Sort and manage emails, handle simple client requests (e.g. beneficiary, address, or banking updates) Prepare and organize investment statements and client summaries Follow up on new insurance and investment policy applications Perform accurate data entry and maintain digital and paper filing systems Handle multi-line phone systems with professionalism and courtesy Provide exceptional client service by phone, email, and in person Coordinate document signing through electronic platforms (e.g. Zoho Sign, Docusign, etc.) Assist in preparing and proofreading financial forms and correspondence Update client records in CRM systems (training provided) Support advisors with administrative tasks, policy tracking, and meeting preparation This position is primarily in-office, with the possibility of completing certain tasks from home occasionally once training has been successfully completed

Position Details

Part-time:

approximately 20-25 hours per week

In-office position

, with the possibility of performing some administrative tasks from home once training is complete

Flexible schedule

to support work-life balance

Professional, stable, and respectful

work environment

Ideal Candidate

Bilingual (English/French)

- 90% of our clients are francophone

Mature, self-motivated, honest, and dependable

Excellent communication and organizational skills

Strong computer skills

- comfortable with Microsoft Office Suite (Word, Excel, PowerPoint), Google Workspace, and able to learn new software quickly

Exceptional phone etiquette

and attention to detail

Typing accuracy

and strong data-entry skills Experience in a

financial, insurance, or medical office setting

is an asset Perfect opportunity for a

parent with young children

or someone looking to

supplement their retirement income

Requirements

Proven experience in an administrative or customer service role Strong interpersonal and communication skills High level of professionalism and discretion Ability to prioritize tasks and meet deadlines Must pass a

criminal record check

prior to hiring

What We Offer

Paid training and onboarding Opportunity to work with recognized companies in the investment, insurance, and banking sectors Supportive and respectful team environment Flexibility to grow within the firm

If you are motivated, detail-oriented, and passionate about providing excellent administrative support, we'd love to hear from you!

Job Types: Part-time, Permanent

Pay: $20.00-$24.00 per hour

Benefits:

On-site parking
Application question(s):

Do you have an adequate workspace at home if remote or hybrid work becomes available? (Not required for this position.) Are you fluent in both English and French?
Location:

Bathurst, NB E2A 1A9 (preferred)
Work Location: Hybrid remote in Bathurst, NB E2A 1A9