OverviewInvestors Group Financial Services Inc. Part time Administrative Assistant Part Time in Regina, SK
Investors Group Financial Services Inc.
Branch Regina SK CA
Part time Administrative Assistant
It may also. The Assistant is responsible for providing support (as mutually agreed upon) in the. Execution of the Consultants business plan….
The Assistant is responsible for providing support (as mutually agreed upon) in the
execution of the Consultants business plan. The Consultants primary focus is acquiring and
retaining clients as well as running a sound practice.
Receive client inquiries on behalf of the Consultant and determine appropriate
course of action. This may include proactively investigating and resolving client
problems and recording the nature of the inquiry and advising the Consultant.
Contact clients and schedule appointments for the Consultant.
Assist in the preparation of a prospect or client file prior to a client meeting. This
may include identifying possible planning and cross-sell opportunities. It may also
include tracking any post-meeting action items.
Assist with the implementation of the Consultants marketing plan.
Maintain client files, process transactions and bring forward items.
Support client events by booking sites and sending marketing material to clients and
Other tasks such as performing computer backups, compliance follow-up,
ordering office supplies, information gathering
Qualifications / Attributes
Minimum of three years financial industry experience
Strong oral and written communications skills
Maintaining focus in a fast-paced environment with the ability to shift priorities as
Well developed interpersonal skills and high client service commitment
Attention to detail and ability to work independently with minimum supervision
Proficiency in MS Windows-based computer applications
Skills and Abilities Work Setting
– Private sector
Business Equipment and Computer Applications
– MS Word
– Word processing software
– Photocopy and collate documents for distribution, mailing and filing
– Order supplies and maintain inventory
– Receive and forward telephone or electronic enquiries
– Compile data, statistics and other information
– Prepare equipment or software for type of document
– Send and receive messages
– Sort, process and verify applications, receipts and other documents
– Computer use
– Critical thinking
– Public transportation is available
– Own transportation
Area Of Specialization
Employment Type: Part Time
Location: Regina, SK, CA
Posted on: 2018-01-10