Overview
Front End Office Administrative Assistant Jobs in Kamloops at Composed Financial
Composed Financial (Sun Life Financial Canada) is looking for a experience Office Administrative Assistant to join our team.
Role Summary
We are looking for an enthusiastic Office Administrative Assistant to join our team at Composed Financial. The Assistant will coordinate and deliver exceptional administrative support in the office. A valued member of the team, the Assistant manages scheduling to maximize sales opportunities, welcomes visitors to the office, and helps to create an efficient and compliant office environment
Preferences will be given to those who have a Mutual Fund License.
Responsibilities
- General Receptionist duties such as greeting clients, filing and appointment prep
- Schedule appointments and manage advisor’s workflow (preparation for client meetings, events, tasks, follow up, etc.)
- Manage office tasks such as filing, Salesforce updates, generating reports.
- Create and update records and databases with personnel, financial and other data
- Coordinating office activities and operations to secure efficiency and compliance to company policies
- Support the advisor in monitoring and responding to Head Office inquiries
- Daily management of advisor social media tools
Our ideal candidate will have experience/education in the following programs:
- Proven ability to work independently and competently handle multiple responsibilities, with a high degree of accuracy and reliability, in a fast-paced environment
- Excellent written and verbal communication skills
- Positive and professional demeanour
- Strong relationship building and office administration skills
- Highly proficient use of Word, PowerPoint, Excel and Salesforce
Position: Office Administrative Assistant- Front end
Full time Permanent Position: Monday- Friday, 9am-5pm
Starting wage is based on experience
Benefits:
- Extended Medical and Dental after 3 months
- On-site parking
- Paid time off
Job Type: Full-time
Pay: From $20.00 per hour
Benefits:
- Dental care
- Extended health care
- On-site parking
- Paid time off
Education:
- Secondary School (preferred)
Experience:
- Administrative / Receptionist: 1 year (preferred)
Licence/Certification:
- Mutual Fund License (preferred)
Work Location: In person
Title: Front End Office Administrative Assistant
Company: Composed Financial
Location: Kamloops
