Hein Financial Group, Assante Financial Management Ltd. is a 60-year localfinancial advisory office, dedicated to helping clients through a tailored andintegrated wealth management approach. We are very focused on what we do, and are looking for a hard-working, professional, and personable individual to join our team. We are looking for an Executive Assistant whohas proventechnology, marketing,and administration experience. The most important characteristics of our administrative team is that they enjoy helping others, and uphold the highest level of professionalism and integrity.Hein Financial Group is dedicated to expanding our team with an individual who loves what they do and are excited to share their aptitudes with our team of advisors and clients.Key Responsibilities of Executive Assistant-Office Administration and Reception services-Set up and maintain manual and computerized information filing systems-Responds to general inquiries and manages client relationships-Manage telephone requests, balance calendar tasks, arrange meetings and conferences, schedule appointments-Order entry of client trades, data entry, compiling client-base reports, and completing mass-mailers -Formats and produces documents such as proposals, presentations, and reports-Oversees local marketing strategies including posting to social media accounts and client-engagement events-Assistwith planningevents and workshops-This position reports directly to three Financial Planners Qualifications-Ability to work independently, manage multiple projects and meet provided deadlines-Individual should be highly motivated, responsible, confident, well-groomed and can take the initiative-Excellent written and verbal communication skills, with strong attention to detail and creativity-Ability to work well under pressure while maintaining a friendly and positive attitude-Strong organizational skills, and able to help others be organized-Excellent computer skills required: experience in Microsoft Office, Outlook, Salesforce, CRM database, Internet is an asset-Comfortable with digital marketing and social media is a definite assetHere's what Hein Financial Group will bring to the table:-A strong knit team committed to delivering great service, and having fun while doing so.-An opportunity to learn and grow.We are always looking to improve and develop, both individually and as a company.This role may evolve to Office Manager, and/or Licensed Sales Associate. -An understanding that there is life outside of work. We want to help our employees get the best from both worlds and achieve a healthy work-life balance.-A competitive compensation package based on skills and experience, along with retirement benefits and a suite of health benefits available for both employee and dependent family members. Ability and being the right fit for our team and our culture is more critical to success in this role than training or experience. We will provide the required mentorship for this position; however, administrative experience is an asset.Our team is committed to our clients and to each other.Please forward a detailed resume including references by mail or email to Hein Financial Group, Attn: Janaye Chubb. Mail: 1421 100th Street, North Battleford, SK S9A 0W1. Email: .
Job Title
Executive Assistant