Job Description

Responsibilities:

- Provide administrative support to one Advisor including managing calendars, scheduling appointments, and coordinating meetings
- Assist with proofreading and editing documents for accuracy and clarity
- Answer phone calls, ensuring a professional and friendly demeanor
- Perform data entry tasks, ensuring accuracy and attention to detail
- Being able to sign off on transactions when advisor is out of office
- Assist with organizing and maintaining files and records
- Support other team members with various administrative tasks as needed

About Us:

Beyond Business Financial Solutions Inc was established in 2003. Since then, our mission has never wavered: We provide customized investment strategies and specialized insurance solutions to enable a long-term focus on client wealth accumulation and protection. The need for our services is growing and therefore we are looking for a new team member to grow with us. If you are a client-focused professional, you would be a wonderful addition to our team.

Additional Benefits:

culture of valuing work life balance working with one advisor ONLY 3 to 4 weeks of paid holiday's
This dedicated role is to help support our Financial Planners by providing exceptional service to exceed client expectations. This includes, but is not limited to the following:

Qualifications:

- Previous experience in an administrative or assistant required

-Mutual fund license and/or Insurance license a requirement or working towards
- Strong organizational skills with the ability to prioritize tasks effectively
- Excellent written and verbal communication skills
- Proficient in using Microsoft Office Suite (Outlook Calendar, Word, Excel) and Google Suite, DocuSign and Client Management System
- Ability to type accurately and efficiently
- Attention to detail and strong proofreading skills
- Professional phone etiquette and customer service skills

Note: This job description is intended to provide a general overview of the position. Duties may vary depending on the specific needs of the department or organization.

Job Types: Full-time, Permanent

Pay: $40,000.00-$58,000.00 per year

Benefits:

Company events Flexible schedule On-site parking Paid time off Work from home
Education:

Secondary School (preferred)
Licence/Certification:

MFDA (preferred) Life Insurance License(working towards) (required)
Work Location: In person