Job Description

EDMOND FINANCIAL GROUP is a forward-thinking financial services company with a passion for sustainability and a commitment to helping make our community -- and our world -- a better place. For more than thirty years, we have lived by the simple truth that people don't care how much you know until they know how much you care. That is why we strive to provide superior personal service in a warm and welcoming environment, and why we are proud to always go the extra mile for our clients.

We are currently seeking an ADMINISTRATIVE ASSISTANT to join our growing team. Duties will include:

• Assisting advisors in all aspects of client meeting preparations and the delivery of outstanding service to our insurance, investment and group clients
• Directly responding to client inquiries & executing client instructions
• Undertaking research relating to unique situations and/or evolving regulations
• Communicating with suppliers and other key publics
• Maintaining current and compliant client files
• Creating spreadsheets for the purposes of analysis
• Managing follow-ups

The successful candidate will have experience in the financial services industry and will have a good working knowledge of investment and insurance products. They will be positive, efficient, organized and have an ability to work well in a busy environment. They will have proficiency using industry and office software. They will be insurance and mutual fund licensed or be willing to obtain these licenses within six months of being hired.

The salary for this position is highly competitive with room to grow. Benefits include health benefits including life and disability insurance, RRSP matching, tuition reimbursement, paid time off and summer hours.

Job Types: Full-time, Permanent

Pay: From $45,000.00 per year

Benefits:

• Company events
• Dental care
• Disability insurance
• Extended health care
• Life insurance
• Paid time off
• RRSP match
• Tuition reimbursement
• Vision care
• Wellness program

Flexible language requirement:

• French not required

Schedule:

• Monday to Friday

Experience:

• Financial Services Industry: 2 years (required)

Licence/Certification:

• mutual fund license (preferred)
• insurance license (preferred)

Work Location: In person

Expected start date: 2025-02-24