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executive assistant
Posted on December 09, 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- LocationMississauga, ON
- Workplace information On site
- SalaryNot available
- Starts as soon as possible
- vacancies 1 vacancy
- Source Monster #XZYI0T3G
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