Office Administrator
St. John's, NL, Canada
Job Description
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Role summary: The Office Administrator is a key member of the team as we help clients achieve lifetime financial security and live healthier lives. As the Office Administrator, you will deliver an exceptional client experience for current and potential clients who call, email, or come into the office. You will help to create a smooth, efficient, and compliant office. Duties include:
Expected start date: 2023-06-05
- Providing fast, personalized client administrative services.
- Complete form processes through Head Office.
- Manage the administrative side of the advisor\'s practice conscientiously and reliably to help ensure and maintain compliance.
- Manage office tasks such as filing, Salesforce updates, generating reports, presentation and set up for meetings.
- Manage advisor\'s workflow (preparation for client meetings, events, tasks, follow up, etc.).
- Support the advisor to create marketing/sales opportunities (mining client data, marketing efforts, client service proactive contact, etc.).
- Interpersonal and team relationship skills - Strong relationship-building skills - strong communicator, desire to be part of a team, willing to receive and provide constructive feedback to improve.
- Administrative skills - Attention to detail, thoroughness, accuracy. Strong prioritization skills. Strong keyboarding and computer skills, including Salesforce.
- Client service skills - Pleasant and proactive approach with client first focus; enjoys customer service in a sales environment. Strong verbal and written communication skills. Is patient and composed under pressure. Resilient, able to handle objections and challenges from clients.
- Personal reliability - Action oriented - is proactive, takes initiative, self-starter. Good judgement and common sense. High integrity and trustworthy. Dependable and conscientious.
- Monday to Friday
- St. John\'s, NL: reliably commute or plan to relocate before starting work (required)
Expected start date: 2023-06-05
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Job Detail
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Job IdJD2143098
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSt. John's, NL, Canada
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EducationNot mentioned