Company DescriptionIG Wealth Management is a part of the Power Corporation Group of Companies, one of Canada's largest and most respected corporations. Since 1926, the company has been providing holistic financial planning services to Canadians, instilling financial confidence, and allowing clients to embrace all of life's possibilities. The company is committed to its people and their success is the company's success.Job Description:I am currently seeking a detail-oriented and motivated Full-Time Assistant to join my team. As a Full-Time Assistant, you will play a crucial role in supporting my wealth management practice in various administrative and client service tasks.Responsibilities:Administrative Support:Assist with general office tasks, including filing, data entry, and document management.Coordinate and schedule appointments, meetings, and conference calls.Handle incoming calls and correspondence, providing a professional and friendly first point of contact.Client Service:Assist in preparing and processing client account paperwork.Respond to client inquiries and provide excellent customer service.Financial Operations:Support the team in maintaining accurate records of client transactions and assist with keeping my business compliant.Assist with basic financial calculations and reporting.Filling review meeting template with client information.Project Assistance:Contribute to special projects and initiatives as assigned.Collaborate with team members to improve overall efficiency and workflow.Schedule: This is a part-time position, with flexible hours. The specific schedule will be negotiated upon hiring.QualificationsAdministrative Assistance and Executive Administrative Assistance skillsPhone Etiquette and Communication skillsClerical SkillsExcellent customer service and interpersonal skillsProfessional demeanor and appearanceAbility to work in a fast-paced environment with attention to detailKnowledge of Microsoft Office and proficient in typingExperience with administrative tasks in a financial services environment is an asset
Job Title
Administrative Assistant