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2/18/2020 8:05:18 PM
Administrative Assistant
 Employer     : Investors Group Halifax Region Division #41
 From         :
 City         : Halifax Job type:  Career
 Region       : NS Hours   :  Full-Time
 Country      : CA Duration:  Permanent
 Deadline     : 6/30/2020
 Education    : College/Technical school Experience:  2 to 4 years  
 Salary       : 32175

Job description:

Employer: Investors Group Halifax Region Division #41
Work location: Halifax, NS
NOC: 1241
Wage: $16.50/hour, 37.5 hours/week
Position available: 1
Job type: 18 to 24 months, full time
Employment conditions: from 8:30am to 4:30pm, overtime maybe required
Start date: As soon as possible
Submit application to: (recruiter from employer)

Job duties:

- Set up prospect file folders, create mail merge letters to prospects and clients.
- Telephone contact to prospects and clients.
- Communicate with head office on issue and placing problems.
- Follow up with other financial institutions for fund transfers.
- Act as key contact person between Consultant and clients, to free up Consultant to pursue sales and new business. Includes follow-ups.
- Maintain up-to-date client files.
- Research and respond as necessary to incoming mails and phone calls from clients. Handle all issues except the most complicated, without getting the Consultant involved.
- Help create and prepare presentation materials and reports by using the Microsoft Office Suite.
- Schedule, re-schedule, and confirm appointments (incl. initial, up-to date, annual review) with the clients.
- Input and update clients and prospects information into the Company’s internal system.
- Maintain and update digital mailing distribution list for Consultant for newsletters, calendars, birthday cards, etc.
- Retrieve, screen and sort Consultant’s mail; research and respond to as much as possible without involving the Consultant and save emails on the Company’s internal system.
- Screen incoming calls. Return messages for Consultant. Intercept and handle telephone messages where possible.
- Compose and create correspondence for the Consultant, where terminology, grammar and set-up require judgment and skill.
- Make travel arrangements.
- Order business cards, office supplies, stationery, etc.
- Follow up with technical support person for Consultant with laptop, telephone, or tablet problems.
- Review for accuracy and refer completed forms submitted by Consultant or Associate to region office operations team.
- Arrange for meetings and facilities, attend meetings and take minutes.


- Post-secondary degree in a relevant business discipline.
- Three or more years of administrative experience, preferably in the financial services industry.
- Strong PC skills, including knowledge of Microsoft Office Suite and financial services software.
- Customer service orientation.
- Organization and communication skills, Mandarin language skill will be considered as asset
- Strong attention to detail and ability to work independently is a must

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