Administrative Assistant
Shyam Investments Inc
Winnipeg, MB, Canada
23.00 - 24.00 / Hr
Experience : 1-2 Yrs | Full Time
Description :
  • Schedule and confirm appointments
  • Answer telephone and relay telephone calls and messages
  • Answer electronic enquiries
  • Order office supplies and maintain inventory
  • Type and proofread correspondence, forms and other documents
  • Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
  • Identify clients' financial goals and objectives
  • Analyze clients' financial records
  • Develop financial plans for clients
Requirements :
  • Languages
  • English
  • Education
  • College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
  • or equivalent experience
  • Experience
  • 1 year to less than 2 years
Winnipeg, MB, Canada
Last date to apply : 15-09-2022

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