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Date Listed 05-Dec-16
Address 4246 97 St NW, Edmonton, AB T6E 5Z9, Canada
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Job Offered By Individual
Company Dyer Financial Strategies Inc
Job Type Full-Time
Veteran Friendly Learn More

Dyer Financial Strategies, located on the south side, requires a full time experienced Receptionist/Administrator to manage the day-to-day operations of a busy Financial Planning office and to promote a positive client experience.

-Proficiency with Microsoft Word, Excel and Maximizer
-Strong work ethic and take pride in a job well done
-Attention to detail and accuracy are imperative
-Ability to deliver a high level of client service
-Good communication skills in both written and verbal
-Excellent time management skills and the ability to work independently
-Good knowledge base of rules pertaining to TFSAs, Pensions, RSPs, RIFs, LIFs, Open Accounts, RESPs, etc.
-Experience with Life Insurance, Investment, Client Management and Processing Systems (preferably Univeris Platform)
-Mutual Fund experience – preferably FUNDEX
-Understanding Compliance/Regulators and requirements of each

-Reception duties (phones, couriers, etc.)
-Communication with Mutual Fund and Life Insurance Companies
-Researching, reporting and problem resolution
-Continuing Education tracking and reporting
-Order office supplies
-Prep client files for meetings
-Processing of transactions
-Other administrative duties as required.

When submitting your resumé, please include a cover letter and salary expectations. You may also fax us at 780-429-1367.

We wish to thank all applicants for their interest, however, only qualified candidates will be contacted.
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