A senior advisor at SAGE Wealth is currently seeking an Administrative Assistant. They should have an interest in stocks, bonds, mutual funds and financial planning. The person is friendly, has a positive attitude with excellent inter-personal skills. Their primary focus is to support the advisor and clients in the day-to-day administration of the business.

As an Administrative Assistant, you will be responsible for scheduling meetings, maintain client files and resolve any issues related to client transactions while maintaining the highest level of client experience.

Qualified candidates will have exceptional organizational and time management skills. You must communicate effectively with all internal and external stakeholders and have meticulous attention to detail. Your technical proficiency in handling routine and challenging tasks, as well as a high level of proficiency with Microsoft Excel will set you apart from other candidates for this position. Experience in the financial services industry is an asset.