Covenant Family Wealth Advisors' financial and business professionals help guide families through the technical and emotional aspects of managing wealth and business today, and through succession, applying biblical principles to enhance traditional planning. We use a unique process to help them develop Holistic Stewardship Plans that encompass financial and estate planning, family business transitions and philanthropy.
We are currently seeking a candidate for the permanent, full-time position of Administrative Assistant.
As the successful candidate, you will support a team of professionals who provide financial and consulting services to clients across Canada. Working directly with the Partner/General Manager/Advisor, you will serve the administrative needs of the firm through the following duties and responsibilities
Duties and Responsibilities
§ Assistant to Partner/GM/Advisor
§ Corporate and client record keeping and filing
§ Office resource and technology coordination
§ Bookkeeping duties
§ Employee benefit administration
§ Client service support
§ Shared reception duties
Desired Skills and Experience
You are trustworthy, organized, detail-oriented and have a knack for pushing tasks through to completion. You possess excellent administrative and communication skills and your professional demeanor and attention to detail produces confidence in others. You are equipped to incorporate biblical principles into areas of service. You are a team player who will partner with others to achieve excellence in financial and information management, and customer service. You are highly proficient with computers, office equipment, software and bookkeeping, and able to achieve deadlines and objectives.
Covenant employees are expected to uphold the highest degree of client confidentiality and ethical conduct.
§ Three or more years of experience in administration and office work, office equipment and technology, light bookkeeping, providing support to a manager or advisor, and customer service or reception roles
§ Additional training in areas of administration, computer systems and software, such as MS Office, Sage 50/Simply Accounting, CRM
Covenant offers a competitive compensation package with great benefits and vacation. . Please ensure you include a cover letter with your resumé describing how you could be a good fit with our firm. Thank you in advance for your interest, however, only candidates selected for an interview will be contacted.
The closing date for submitting applications is February 21, 2020.
Job Types: Full-time, Permanent