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Wanted reliable, professional part time assistant to help Financial Planner and Mortgage Broker with email, faxes and photocopying. Input financial data with accuracy and follow up to ensure completed on a timely basis. Review, sort, prepare and scan documents. Managing and communicating confidential information. Good problem solving skills. Excellent communication skills and ability to multitask. Need a willingness to learn including computer based training and be organized. Computer skills essential. Ability to follow written directions. Financial background preferred however not mandatory. No vacation time during January and February. Permanent part time for 3 mornings or afternoons a week with 3 hours per day between hours of 8:30 AM and 5:30 PM. Actual work hours and starting date to be decided with successful candidate. Application deadline December 8. No phone calls or office visits. Suitable candidates will be contacted for interview. Please advise in cover letter or resume why you desire part time hours.
Essential Skills
- Document use
- Numeracy
- Oral communication
- Finding information
- Computer use
- Continuous learning
Transportation/Travel Information
- Travel expenses not paid by employer
- Public transportation is available
Specific Skills
- Type and proofread correspondence, forms and other documents
- Sort, process and verify applications, receipts and other documents
- Send and receive messages
- Provide general information to clients and the public
- Receive and forward telephone or electronic enquiries
- Maintain and prepare reports from manual or electronic files, inventories, mailing lists and databases
- Process incoming and outgoing mail manually or electronically
- Photocopy and collate documents for distribution, mailing and filing
Work Setting
- Private sector
Area Of Specialization
- Correspondence
- Forms and records
Work Conditions and Physical Capabilities
- Tight deadlines
- Combination of sitting, standing, walking
- Sitting for extended periods
Security and Safety
- Basic security clearance
- Criminal record check (abstract)
Keyboarding (Words Per Minute)
- 0 - 40 wpm
Business Equipment and Computer Applications
- Windows
- Word processing software
- Electronic mail
- General office equipment
- Internet browser
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