Job Order Detail

Description

Role Summary
We are looking for an enthusiastic Administrative Assistant (Assistant) to join our team at Pivitol Financial Solutions Inc. Reporting directly to the Advisor, the Assistant will coordinate and deliver exceptional administrative support to Kevin Posnikoff and other licensed team members at Pivitol Financial Solutions Inc. A valued member of the team, the Assistant manages scheduling to maximize sales opportunities, welcomes visitors to the office, and helps to create an efficient and compliant office environment.
Candidates hired into this role by Kevin Posnikoff will not have an employment or contractor relationship with Sun Life. Their services will be engaged exclusively by Kevin Posnikoff.
Responsibilities
In partnership with the Advisor, develop and execute on plan to meet operational and administrative goals
Schedule appointments and manage advisors workflow (preparation for client meetings, events, tasks, follow up, etc.)
Manage office tasks such as filing, Salesforce updates, generating reports, and presentations requiring the use of independent judgement and initiative
Support the advisor to create marketing / sales opportunities (mining client data, marketing efforts, client service proactive contact, etc.)
Gather and compile production statistics/reports for advisor
Support the advisor in monitoring and responding to Head Office inquiries
Daily management of advisor social media tools
Qualifications
Previous experience in customer service, or other related fields
Proven ability to work independently and competently handle multiple responsibilities, with a high degree of accuracy and reliability, in a fast-paced environment
Excellent written and verbal communication skills
Positive and professional demeanor
Strong relationship building and office administration skills
Highly proficient use of Word, PowerPoint, Excel, Salesforce, and Outlook