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The financial advisors of Jeff Rask & Associates are looking for a part- or full-time assistant. Located in Tisdale, Saskatchewan, the office consists of 3 advisors.
We are looking for someone who fits in with our professional environment and makes a good impression on our valuable clientele. This position requires excellent communication and organizational skills, a strong willingness to learn, and the desire to see the operation succeed.
DUTIES
- Answering telephones and directing calls
- Greeting clients and visitors
- Monitor visitor access and maintain security awareness
- General administrative and clerical support
-Receive and sort mail and deliveries; prepare outgoing mail
- Oversee office supply ordering
- General administrative duties for a multiple advisor office
- Some daytime calling and appointment setting may be required
SKILLS
- Able to be in direct contact with clients
- Professional presentation and appearance
- Excellent administrative and organizational skills
- Takes initiative but can work in a team oriented environment as well
- Pleasant and professional telephone manner
- Experience or knowledge in the financial industry an asset
- Familiar with MS Office
- LLQP and/or Mutual Fund licenses an asset, but willing to work towards them
Essential Skills
- Document use
- Working with others
- Critical thinking
- Job task planning and organizing
- Computer use
Business Equipment and Computer Applications
- Windows
- Word processing software
- MS Word
- Lotus 123
- Excel
- Electronic mail
- Electronic scheduler
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