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administrative assistant

Job Description

Administrative Assistant – Great Work Environment, Excellent Pay, Full-time Work

Join the team with RMB Financial Solutions as our Administrative Assistant. Our business is growing and as a Financial Planner with Sun Life, we have lots to offer our employees. We are amazing at what we do because of our appreciation for our clients. We are driven to always provide superior results and exceptional service.

The Position

As the Administrative Assistant, you will work with the advisors in managing appointments and email correspondence, preparing financial paperwork, contacting clients to set up meetings and ensuring that documentation is completed maintaining compliance standards. All this while helping the company achieve its overall customer service standards.

Your Experience

You are the perfect fit for this role if You:

• Have at least 3 years of experience in a similar role with comparable goals and responsibilities.
• Have an interest in the financial and insurance industries.
• Completion of Mutual Funds License (IFC) and Life license (LLQP) are preferred but not required.
• Have strong customer service/sales skills with a focus on building relationships with clients.
• Are a self-starter, eager to take initiative and anticipate needs.
• Have a natural sense of urgency. When things arise, you’re the first to tackle them.
• Can demonstrate superb attention to detail and have strong English skills.

Why you want to work with us!

We ask a lot of our employees, which is why we give so much in return. In addition to a very competitive hourly rate, medical / dental / vision and prescription benefits, we offer you other perks including:

• Opportunity for professional growth while completing mutual fund and insurance licenses.
• Culture: We have built a culture where each employee is appreciated for their contributions by offering team building days, autonomy, and a generally fun and relaxed office environment.

If this sounds like the dream job for you, please submit your resume with cover letter. Let’s work together!

Job Types: Full-time, Permanent

Salary: $40,000.00-$50,000.00 per year

Benefits:

• Dental care
• Extended health care
• Paid time off
• Vision care

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• London, ON N6H 5L2: reliably commute or plan to relocate before starting work (required)

Education:

• DCS / DEC (preferred)

Experience:

• Administrative: 3 years (required)

Work Location: In person

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