Personal Assistant

Job Description

J. Gregory Burke Investments is a proven dynamic successful Financial Advisory office that offers their clients the most modern compressive Investment tools in the industry.

We have an immediate opening for a Personal Administrative Assistant to join my Office on a permanent position as self employed contractor willing to be trained in a fast pace environment.

The Personal Administrative Assistant is responsible for providing administrative and operational support in the office in an effort to achieve superior quality standards for our clients'. Gregory Burke Investments & Financial Planning has an immediate opening for office administrator. We are a small company with a large clientele.

-if you are searching for a career in the financial industry as a Financial Consultant or just seeking a career as an administrator/personal assistant then look no further.

-I am seeking a personal assistant who is willing to take on the responsibility of my personal day to day tasks who is an honest trustworthy hardworking individual who is self-motivated willing to work unsupervised being capable of learning on their own with training from head office or without supervision.

-The candidate must be willing to work in a very busy environment answering multiple phone calls & emails each day, capable of completing clients requests for RRSP contributions, redemptions and transfers in a timely manner.

-the individual should have a minimum of grade 12 or courses in relation to administration and or in the financial industry.

-The individual should have experience in excel, word, quicken etc.

-the candidate will be responsible for recording receipts, taking care of my personal finances as well as reconciling credit cards and bank accounts.

-The candidate may have an opportunity to purchase practice in the future if they are seeking a long-term career in the Financial Industry. The candidate must be willing to work as a self-proprietor rather than an employee.

-Compensation will be determined on your experience.

- Hours are from Monday-Thursday 9-4:30 -Friday 9-2:30.

-3 weeks paid Holidays and all statutory holidays. -1 day per month sick days.

If you seek a unique and bright career in a friendly busy environment with an opportunity to own your own financial practice or just willing to work hard as my personal administrator then send me your resume to this email. Job will begin immediately upon acceptance.

What you will do:

Process daily activity documentation.

Prepare and process new account application forms including supportive documentation

Complete file preparation

Perform regular relief duties as needed ??? reception coverage, greeting clients, booking appointments.

Liaise with accountants and third parties, as required

Prepare business correspondence to clients and third parties

Ensure client filing is up to date

Monitor inventory of office supplies and marketing material

Ensure office equipment and systems are maintained

Generate regional reports

Support with the execution on a variety of regional initiatives including seminars, Client Forums and Professional Development days and coordinate logistics as required

Maintain monthly compliance related tasks as required

Maintain a follow-up system for initiated inquiries

Update client databases, to ensure maintenance of accurate client information

Participate in projects, as required

What you need:

Minimum Grade 12 and or Community college diploma in Business Administration or equivalent

Two plus years?۪ of experience in an administrative or clerical position, preferably with a financial services company or an insurance company but not necessary

Proficient in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook

Understanding of RRSPs, RRIFs, RESPs, LIFs, mutual funds, ETFs and other investment products such as insurance products life/ disability and segregated funds would be an asset not necessary but willing to be trained.

What you bring:

Client focused

Strong organizational skills

Strong attention to detail and follow up-follow through skills

Excellent communication skills

Initiative and resourcefulness

Ability to work effectively independently without supervision

Ability to manage multiple priorities in a fast paced environment

Ability to effectively manage change

Self motivated, self driven

What Success Looks Like:

You are passionate about Burke Investments value proposition and actively look to acquire new clients.

You are constantly learning and honing your skills.

You are technology savvy and endeavor to find new and exciting ways to use technology in the servicing of our clients.

You feel rewarded and recognized in a way that inspires you to do your best work.

Job Types: Full-time, Contract

Experience: clerical work experience (Required)

Job Type: Full-time

Salary: $35,000.00-$45,000.00 per year

Benefits:

• Extended health care
• Paid time off

Flexible Language Requirement:

• French not required

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: In person