Job Description

Role Description

As a full-time permanent financial operations team member with Assante First Avenue, you support a financial advisory team by providing professional and efficient customer service, as well as accurate administrative management of client investment and insurance files, in accordance with the advisor's procedures and regulatory standards in the wealth management industry.

You enjoy a vibrant office environment, learning new things, and show strong attention to detail. You are organized and can work independently or as part of a team in a challenging environment. The opportunity for professional and personal growth in this position is unlimited for the right individual.

Annual salary range of $40,000 to $60,000, depending on education and experience.

Position to start as soon as possible.

Duties

As the financial advisor assistant, you will:

Assist with client questions, check messages, and returning phone calls Scan and upload paper-based documents to client electronic files Follow up on financial transactions to ensure proper completion Process trades and financial transactions Maintain client electronic files Help prepare documents for client meetings Keep up to date with compliance regulations

Key Competencies for the Job

Communicates effectively and has exceptional interpersonal skills Demonstrates strong problem-solving skills Results-driven and self-motivated Can work alone and as part of a team Pays meticulous attention to detail Possesses a positive attitude Is responsible and client-service driven Respects and demonstrates a high level of confidentiality.

Education/Work Experience/Designations

Excellent written and verbal communication skills Strong organizational skills Ability to take initiative and work independently Ability to meet deadlines Knowledge of Microsoft systems: Word, Excel and PowerPoint Secondary education

At Assante First Avenue, we believe in:

Absolute honesty and integrity*
Hard work*
We make a difference in the lives of our families, our clients, our communities and ourselves.*
The importance of family*
Contributing to a workplace with joy - respecting each other.*
Empowering individuals*
Accountability, recognition, personal growth and development and peace of mind are important.*

Job Type: Full-time

Pay: $40,000.00-$60,000.00 per year

Benefits:

Dental care Disability insurance Extended health care Life insurance On-site parking Paid time off RRSP match
Schedule:

Monday to Friday
Work Location: In person

Application deadline: 2025-07-18