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Administration Assistant

Stuart Peter B
Gravenhurst, Ontario, Canada
February 13, 2018

Key Responsibilities

Your responsibilities will include, but are not limited to:

Introductory administration tasks

Updating client electronic files

Scheduling client review meetings and preparing appointment documentation

Obtaining portfolio valuations and liaising with fund managers

Recording and distributing incoming and outgoing mail as required


The ideal candidate will have the following attributes:

Immaculate professional presentation

Strong verbal and written communication skills

Show initiative, enthusiasm and a can do attitude

Pleasant and positive demeanor

Helps others with enthusiasm

Strong attention to detail

Career oriented

Minimum requirements

Administration Experience (preferred but not essential)

Completion of High School Certificate

Basic MS Word and Excel skills

Industry experience preferred but not necessary