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Job Title: Assistant to Financial Advisor   Date Posted: 02/18/25 Ref. Number: 636 Type: Full Time Part Time Location: Markham Requirements: A degree or ongoing study in business or technology related fields preferred. Proven experience in administrative support or a similar role, preferably in the financial services industry. Strong organizational skills and ability to multi-task effectively in a fast-paced environment. Excellent attention to detail and accuracy in all tasks. Proficiency with technology, including Microsoft Office Suite, Adobe Sign, Adobe Acrobat DC and other relevant software. Excellent communication skills, both written and oral. Description: e are seeking a versatile worker to serve as the assistant to a financial advisor. Attention to detail: Your meticulous attention to detail ensures accuracy in all aspects of our administrative processes from paperwork completion to data entry. Organization Skills: Your ability to organize information effectively and develop streamlined workflows enhances productivity and facilitates smooth operations. Technical Proficiency: Your familiarity with technology tools such as Adobe Sign and Adobe Acrobat DC enables you to troubleshoot technical issues and adapt to evolving software requirements. Customer Service Excellence: Your professionalism and communication skills are vital in handling client inquires and resolving issues promptly, fostering strong client relationships. Problem-Solving Abilities: Your resourcefulness in addressing challenges, whether it's investigating processing delays and resolving system glitches, contributes to overall operational effectiveness. Research Aptitude: Your ability to quickly find solutions and information through online research ensures timely responses to inquire and keeps our services up-to-date with industry best practices. Compliance Awareness: Your understanding of regulatory regulatory requirements and commitment to compliance standards uphold the integrity and credibility of our financial advisory services. Hours per week: 20 Rate of Pay: 17.20