Job Description

:We are offering an exciting opportunity for an Administrative Assistant in the securities industry in Burlington, Ontario. This position involves providing support in a dynamic and fast-paced environment, ensuring the smooth running of daily operations.Responsibilities:

• Processing account applications and setting up banking details

• Providing support in conducting securities practices and trades

• Assisting in meetings and calendar management

• Maintaining an efficient data entry system and checking for accuracy

• Providing customer service, including answering inbound and outbound calls and email correspondence

• Utilizing Microsoft Office Suite, specifically Excel, for spreadsheet creation and management

• Offering support to advisors and other assistants as needed

• Utilizing Microsoft Outlook for scheduling appointments

• Ensuring professionalism in all aspects of work.

Requirements:

• Applicants must have a minimum of 3 years of experience in a similar role as an Administrative Assistant.

• Strong customer service skills are essential to effectively respond to client inquiries and issues.

• Must demonstrate competency in data entry, ensuring accuracy and attention to detail.

• Proficiency in email correspondence is necessary, showcasing strong written communication skills.

• Applicants should be proficient in Microsoft Excel, showcasing their ability to manage spreadsheets and perform data analysis.

• Proficiency in Microsoft Outlook is a must, demonstrating the ability to manage emails, calendars, and contacts effectively.

• Proficiency in Microsoft Word is required, demonstrating the ability to create, edit, and format documents efficiently.

• Must possess the ability to schedule appointments effectively, ensuring smooth daily operations.

Preference will be given to individuals that are open to obtaining CSC certification

Robert Half