Job Description

Are you a detail-oriented organizer with a passion for personal finances and investing?

Are you looking for a challenging role as a team member for a successful team of Financial Advisors?

If this is you, then you need to apply for our full-time

Administrative Assistant

role at our firm in Kitchener, Ontario.

Mondays through Fridays from 9:00am until 5:00pm

We provide over 500 families comprehensive Wealth Planning services. This role provides the opportunities of client interaction in person, over the phone and email, as well as Financial Advisor support in the areas of financial administration and business growth.

WHAT YOU WILL DO

Prepare meeting documents (meeting agendas) for advisor/client meetings Run client financial statements Welcome clients when they arrive for appointments Stamp and sort incoming mail Maintain client databases and spreadsheets Prepare and complete account applications and necessary forms General office administrative duties as assigned

WHAT YOU WILL BRING

Securities License (a must) Post Secondary Education or equivalent combination of education and experience

Minimum of 3 years related experience in an administrative role (in the Financial Services Industry)

Financial Services & Accounting background Business professional attire and conduct

YOUR STRENGHTS INCLUDE

Strong interpersonal and written communication skills Good working knowledge or Microsoft Windows (Excel, Word, Outlook & PowerPoint) Strong administrative skills, accuracy and attention to detail
Benefits:

Extended health care Vision care Life insurance Dental care Disability insurance
Job Type: Part-time

Pay: $60,000.00-$65,000.00 per year

Benefits:

Dental care Disability insurance Extended health care Life insurance On-site parking Vision care
Experience:

Financial Services Industry: 3 years (required)
Work Location: In person

Application deadline: 2024-02-21
Expected start date: 2024-03-04