Part Time Administrative Assistant

New
  • Category
    Office, clerical & administrative - Administrative Assistant
  • Job type
    Direct Hire
  • Location
    Regina, Saskatchewan

Adecco is urgently recruiting for a PART-TIME, PERMANENT Administrative Assistant position for one of its clients located in Regina. Ideal candidate would have at least 4 years’ experience as an administrative assistant, be able to multi-task and be able to deliver excellent customer service.

Part Time Administrative Assistant Responsibilities:  

  • Organize and assist the advisors as they work with clients
  • Interact with the Financial Service Companies that provide services to one of the advisors for their clients
  • Create client files, folders, input client information and particulars 
  • Responsible for maintaining a secure database of approximately 400 clients both business and individual wealth management along with insurance related products
  • Utilizing sound judgment and direction in handling confidential material 
  • Computer & Software proficiency - Microsoft Applications including: Outlook Express, Excel, Word, access and utilize in-house systems
  • Download all software packages and updates as well as creating an office backup system for electronic filing
  • Research - compiling data from many industry resources utilizing strong internet navigation skills
  • Marketing/analysis - various media: reference materials, applications, industry materials, and archival documents and software. 
  • Provide accurate analysis of insurance premiums, retirement income, verify current market values as well as general maintenance of client portfolios for client review.
  • Proficiency of software applications including: 
  • Assumption, Standard Life, Manulife, Ivari, Canada Life, Equitable Life, Desjardins, Desjardins Advisor Workstation (Morning Star), IA Excellence, Industrial Alliance, RBC, Empire Life, BMO, Great West Life, and Life Guide
  • Provide administrative, secretarial and receptionist support to the advisor and clients, handle client calls, message management and the general day-to-day office duties – such as photocopying, faxing, filing, sending mail, etc.
  • Correspond via email and telephone with vendors to update client information
  • Format, compose, edit and type client, company and advisor personal correspondence, memorandums, faxes and routine correspondence
  • Part Time Administrative Assistant Qualifications:

  • Excellent phone mannerisms
  • Excellent Customer service skills and a positive attitude. 
  • Excellent verbal and written communication skills
  • Strong computer skills
  • Experience working in the financial advisory industry would be an asset
  • Adecco is the leading full-service, human resource solutions provider with over 50 years of experience and a network spanning all corners of the globe, Adecco is committed to providing temporary, contract, and permanent staffing from the warehouse to the boardroom on a local, regional and national scale.

    If you are interested in the Part Time Administrative Assistant job located in Regina, please apply now online at www.adecco.ca

    B6533



    Equal Opportunity Employer/Veterans/Disabled

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    The Company will consider qualified applicants with arrest and conviction records

    • Apply with Adecco

    Reference number CA_EN_1_026533_1359470

    Accommodation will be provided in all parts of the hiring process as required under Adecco’s Employment Accommodation policy. Applicants will need to make their needs known in advance to their Adecco representative.

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