|Address||4246 97 St NW, Edmonton, AB T6E 5Z9, Canada
|Job Offered By||Individual|
|Company||Dyer Financial Strategies Inc|
|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.