Administrative Associate

Kemptville Full Time

O'Farrell Financial Services Inc. - Job Details

Posted: Mar 26, 2024
Expires: Apr 30, 2024

Responsibilities include taking client phone calls, preparing files for client meetings and completing forms and applications. The ideal candidate will have the following skills and experience:

  • Experience and/or education in the financial industry is an asset (Bachelor of Commerce, Life Insurance and Mutual Fund Licensed an asset)
  • Excellent written and oral communication skills
  • Effective telephone techniques and calendar scheduling
  • Ability to prioritize multiple tasks; ability to plan and organize work; meet deadlines
  • Proficiency in math is an asset
  • Able to work in a fast paced environment
  • Ability to learn multiple forms, documents and procedures
  • Proficient in using Outlook, Microsoft Word and Excel
  • Highly organized
  • Detail oriented
  • Client service oriented

The ability to travel among our five office locations may be required. Administrative Associates may be required to work out of different locations from time to time. 





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