Overview
Barrie Administrative Assistant Jobs in Barrie, Canada at Avery Human Resources
Position: Barrie Administrative Assistant Role
Join a dynamic financial team in Barrie, ON, as an Administrative Assistant. This in-person role focuses on client document management and precise account servicing tasks.
We are seeking an experienced Administrative Assistant with 3-5 years in the industry. Responsibilities include processing administrative tasks post-meeting, managing client files, and providing exceptional customer service. Your expertise in Microsoft Office and attention to detail will be crucial in supporting client interactions and maintaining organized records.
Key Responsibilities:
• Process post-meeting tasks for client accounts
• Upload documentation securely to CRM systems
• Maintain accurate client records and files
• Follow up on transactions for timely completion
• Schedule and confirm client review appointments
Requirements:
• Minimum 3-5 years of industry experience
• Strong skills in Microsoft Office applications
• Excellent communication and organizational abilities
• Experience with Univeris and Maximizer CRM preferred
• Capability to multitask and meet deadlines
Leverage your administrative skills and client service expertise in this rewarding Barrie role.
#J-18808-Ljbffr
Title: Barrie Administrative Assistant
Company: Avery Human Resources
Location: Barrie, Canada
Category:
