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Our award-winning practice is seeking a high level administrative assistant and receptionist. We offer a collaborative work environment, comprehensive training, strong mentorship, a competitive compensation package, and a benefits plan.
Primary responsibilities:
Greeting clients, confirming appointments, telephone answering, database management
File preparation for daily meetings
Support to our senior administrative team will consist of project based and account maintenance activities
Supply ordering, office machine maintenance, daily courier, common area management
Qualifications:
Well-developed communication and customer relations skills.
Experienced in computer use, including Microsoft Office and Contact Management
Able to prioritize tasks and work in a high-volume environment.
Self-motivated and able to work with little supervision.
Strong attention to detail, and well-honed organizational and time management skills.
Excellent telephone skills.
Professional behavior and appearance.
Education Requirements (any):
Canadian Securities Course (CSC)
Post-Secondary Education (university or administrative course graduate)
Kevin Hegedus & Kevin Haakensen, Portfolio Managers with PWM Private Wealth Counsel, HollisWealth, a division of Industrial Alliance Securities Inc., and Insurance Advisors, Hollis Insurance Inc. offer fee-based, discretionary wealth management. Their expertise lies in providing sound wealth management advice for those comfortable entrusting their wealth to an investment process built around knowledge-gathering and a professional understanding of market fundamentals and tax strategies.
HollisWealth is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Insurance Products provided through Hollis Insurance Inc.. PWM Private Wealth Counsel is a personal trade name of Kevin Hegedus and Kevin Haakensen.
Essential Skills
- Reading text
- Document use
- Writing
- Oral communication
- Working with others
- Problem solving
- Decision making
- Critical thinking
- Job task planning and organizing
- Finding information
- Computer use
- Continuous learning
Transportation/Travel Information
- Own transportation
- Own vehicle
- Valid driver's licence
Technical Terminology
- Financial
- Business
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
- Prepare equipment or software for type of document
- Prepare and format page presentation
- 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
- Order supplies and maintain inventory
- Service office equipment and arrange for servicing in the case of major repairs
- Photocopy and collate documents for distribution, mailing and filing
Work Setting
- Private sector
Area Of Specialization
- Correspondence
- Forms and records
Work Location Information
- Urban area
Work Conditions and Physical Capabilities
- Fast-paced environment
- Combination of sitting, standing, walking
- Sitting for extended periods
Security and Safety
- Basic security clearance
Keyboarding (Words Per Minute)
- 81 - 100 wpm
- 101 - 120 wpm
- 121+ wpm
Business Equipment and Computer Applications
- Windows
- Word processing software
- Spreadsheet software
- MS Word
- Excel
- Database software
- General office equipment
- Internet browser
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