Overview
Administrative Assistant Jobs in Oakville, Ontario, Canada at The Vantage Talent Group
Title: Administrative Assistant
Company: The Vantage Talent Group
Location: Oakville, Ontario, Canada
We are a recruiting firm searching for a talented Financial Administrator for one of our clients. This role is perfect for someone who is organized, detail-oriented, and ready to support a team in managing client administration and communication so the business can focus on growth and sales initiatives.
Responsibilities
- Process and review daily business transactions related to client accounts
- Pay regular invoices
- Sort and distribute incoming mail and manage email correspondence
- Prepare and maintain client files, paperwork, and meeting notes
- Follow up on action items from completed meetings
- Collect and prepare loan applications
- Build strong relationships with clients
- Complete administrative tasks assigned by advisors
- Assist advisors and Senior Admin with document collection
- Maintain workflow database (Hubspot)
- Respond to various client requests
Qualifications
- Well organized and strong with numbers
- Diploma or postsecondary degree in a relevant discipline or equivalent experience
- Minimum 2 years’ experience, preferably in financial services or banking
- Excellent computer skills including Excel, Microsoft Outlook, Windows, and Adobe PDF management
- Customer service orientation and ability to interact professionally with clients both in person and over the phone
- Ability to organize and prioritize multiple tasks under tight deadlines with discretion
Personality and Skills
- Attention to detail
- Independent problem-solving abilities
- Excellent written and verbal communication skills
- Commitment to personal growth
- Strong interpersonal and technical skills with a desire to learn
- Experience in investments and insurance is a plus, insurance license preferred
- Ability to handle stressful situations
What Our Client Offers
- Competitive compensation, adjusted for experience
- Annual performance-based bonus and pay raises
- Three weeks of vacation to start
- Health insurance and health spending account
- Annual education allowance
- Cell phone allowance
- Health club allowance
- Travel expense per diem
- Some flexibility with work hours based on client needs
Experience Required
- Financial services: 2 years
- Administrative: 2 years
