Job Overview
| Employer: | Boland & Associates Financial Services Inc. |
| Position: | Administrative Assistant |
| Duration/Type: | Full Time |
| Location: | 302-7800 Kennedy Road Markham, ON L3R 2C7 |
| Salary: | $25.00 per hour–The gross salary paid has been subject to all applicable Federal and Provincial income taxes and other statutory deductions. |
| Other benefits: | Group insurance benefits including disability, medical, dental and eyecare coverage based on cost sharing. Company contributes to the employee RRSP contributions. Variable bonus payable twice a year based on individual and corporate performance. |
| Vacation: | 3 weeks per year |
| Hours of Work: | 32-40 Hours a week; Overtime rate (X1.5) applicable after 44 hours of work per week |
Essential Functions / Major Responsibilities
- Creating and maintaining detailed administrative processes and procedures to drive efficiency and accuracy.
- Completing forms, reports, logs, and records to quickly handle all documentation and mutual funds transaction processing for RRSPs, TFSAs, RESPs, and other account types.
- Coordinating schedules, booking appointments, and arranging meetings for staff members and clients.
- Tracking system for purchasing, redemption and other transactions and projects.
- Managing filing system, entering data, verifying trust information, and ensuring accuracy.
- Preparing letters and emails for account payments, billings/ invoices, and financial information.
- Managing phone and email correspondence and handling incoming and outgoing mail and faxes.
- Utilizing financial software to prepare consolidated financial statements.
- Preparing detailed financial reports to monitor and assess portfolio performance.
- Assisting coworkers and staff members with special tasks and working effectively in a team environment.
- Working with co-pilot Al system to generate leads and booking appointments.
Specific Job Requirements
- Minimum 1-year experience in an administrative position is required; administrative experience in a financial advising/investment firm would be considered as an asset.
- Completion of secondary school is required.
- Highly organized with attention to detail
- Excellent written, verbal and interpersonal skills
How to Apply:
By emailing to: hiring.bolandfinancialservices@gmail.com
