executive assistant
Posted on
November 11, 2024
by
Employer details
Longevity Achieved
Job details
The Opportunity
Are you an organized and proactive individual looking to grow your career? Longevity Achieved is seeking a dedicated Executive Assistant to support our Financial Advisors. We promote professional development and reward our team members based on performance and merit. Join a culture of excellence and help us continue our year-over-year growth.
Responsibilities
Manage calendars, schedule appointments, and organize meetings.
Assist in building and maintaining client relationships, providing excellent customer service.
Prepare, review, and file client documents, ensuring accuracy and compliance.
Handle phone calls, emails, and correspondence efficiently.
Conduct research on financial products, market trends, and industry regulations.
Assist in planning and organizing client events and seminars.
Maintain accurate records of client interactions and transactions.
Prioritize and manage multiple tasks to support the
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LocationMississauga, ON
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Workplace information
On site
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SalaryNot available
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Starts as soon as possible
- vacancies
1 vacancy
- Source
Monster
#HDCF9M8C
Advertised until
2024-12-12
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