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Part-time Administrative Assistant

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Job Order #: 5933429

NOC: 1241
Employer Name:
Value Partners Investments Inc.
Wage/Salary Info:
$21/hr
Posted Date:
16-Aug-2022
Location:
SWIFT CURRENT
 
# of Positions:
1
Employment Terms:
Part Time
Education:
Grade 12
Experience:
1-2 Years
Apply By:
16-Sep-2022
How to Apply?:
This job is no longer taking applications

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Employer Name:
Value Partners Investments Inc.
Contact Name:
Emily Munsamy
Contact Phone:
4313887068
Contact Email:
emunsamy@vpinvestments.ca
Employer Website:
https://www.valuepartnersinvestments.ca/


Description

Responsibilities
    General Administration        (45%)
o    Provides front-line assistance by being the first point of contact for Clients.
o    Assure compliance with office / admin related documents, process & procedures
o    Answer telephone and electronic enquiries and relay telephone calls and messages
o    Provide assistance in tracking and paying office expense and submitting required receipts to accounting
o    Provide assistance in tracking professional development and professional licenses
o    Compiling data for client meetings semi annually
o    Co-ordinating live client presentations and events
o    Assisting in monthly client communications through Constant Contact.
    Investment Processing        (45%)
o    Processing Investment applications.  Follow up with administration. Deposit and Withdraw funds under the Portfolio Managers guidance and by client request.
o    Process banking, address, beneficiary, and other noninvestment change requests for clients.
o    Handling telephone inquiries from clients regarding investment accounts
o    Maintain records, correspondence, develop and upkeep of online files
o    Individual letters & mass mailings to clients.
o    Maintaining client data base
o    Schedule Appointments for clients
o    Document Filing and Management
    Other miscellaneous duties and special projects as assigned (10%)
o    Processing life, disability & group applications.  Follow up with underwriting.  Letters to clients; policy change administration; beneficiary & banking changes; processing of individual life claims.
o    Liaison between clients & insurance companies regarding policies; outstanding requirements, bank changes.
o    Dealing with quotes for new Group Plans and queries from existing clients

Qualifications
Education & Experience
    Minimum grade 12 is required.
    2-5 years directly related experience required.
    Previous financial administration experience preferred.

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