Administrative Assistant

Job IDF3-C5-65-38-E7-58
CompanyMarkham Centre Financial Services Inc.
LocationCharlottetown
ProvincePrince Edward Island
Date Posted2025-04-27
Posted Until2025-10-24
Job TypeFull-time
Job CategoryOffice
Description
JOB DUTIES
- Create, maintain and manage the firm's client files including open and maintain active files, label and identify client property, and store and easily retrieve active files
- Set up and maintain manual and computerized information filing systems
- Schedule appointments, meetings and conferences for employer.
- Answer telephone and relay telephone calls and messages
- Controlling and safe-guarding confidential client materials and documents.
- Open and distribute regular and electronic incoming mail and other material and co-ordinate the flow of information internally Determine and establish office procedures and routines
- May perform other general office work as required including preparing expense reports, and other analysis of financial reports from internal or external sources.
- Maintain a file record of agent agreements and keep accounting records of funds/commissions owed to registered agents.
- Perform accurate word processing, including letter composition, as appropriate, presentation packages (including graphics), and spreadsheets
- Consult with clients after sale to provide ongoing support
- Order office supplies and maintain inventory

QUALIFICATIONS
- Strong verbal and written communication skills
- Proven organizational skills, including categorizing and filing - both electronically and physically
- Strong time management skills to effectively prioritize and meet deadlines
- Experience in using Cloud Storage
- Strong working knowledge of Microsoft Office, including Word, Excel, Outlook, PowerPoint in PC environment
- Proven experience in consolidating and compiling data using Excel
- Demonstrated initiative, client focus and attention to detail
- Proven interpersonal skills and experience working effectively as a team member with minimal supervision
Start DateAs soon as possible
Salary$24.62 Hourly For 30 To 40 Hours Per Week
Education RequirementsCompletion of secondary school
ExperienceMinimum of 1 year of related work experience
LanguagesEnglish
How To ApplyWe welcome applications from all interested parties. Applicant must include an introductory letter and send the resume to mcfinancialjob@gmail.com. We thank you for your interest, however, only those candidates selected for an interview will be contacted.