Administrative Assistant

3 weeks ago

Vaughan, Canada EquityLine Group of Companies Full time

Job Overview

As an Administrative Assistant, you will be primarily responsible for working with Internal and External Wholesalers to support the development of new wealth management business and relationships in target markets. Within this partnership model, you are an essential resource in the successful execution of day-to-day operational activities including, providing timely support, and delivering exceptional client experiences. In addition to enabling the growth and servicing of the Wholesale client-base, you will be responsible to support and contribute to a management team. This position is a great opportunity to learn the investment business in a professional, dynamic work environment with one a rapidly growing company.


What You Will Do:

  • Administrative Support - Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the Wholesale teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the Wholesalers, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile.
  • Client Engagement - Connect on a personal level to make every interaction meaningful. Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Respond to requests by answering questions and providing an exceptional experience.
  • Relationship Building - Heighten EquityLine brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. Work closely with your team to connect clients with the right opportunities.
  • Organizational Skills - Support Wholesale Team and Management by providing timely responses to client requests and maintaining compliance standards in all files. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products.


What You Will Bring:

  • You have a diploma in Business Administration, Accounting, Finance or a similar field of study (Preferred).
  • You have a minimum of one year of Administrative experience, preferably in finance.
  • You have completed the Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), or are open to obtaining within 12 months of hire.
  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
  • You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
  • You understand that success is in the details. Your critical thinking skills help to inform your decision making.
  • You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partner. You build trust through respect and authenticity.
  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
  • Self-motivated and disciplined with solid organizational and effective task prioritization skills.
  • Strong processing and inputting skills coupled with a high attention to detail and follow-through capabilities.
  • Excellent team player with the ability to work independently.
  • Possess a growth mindset, which involves having the desire to continuously develop skills, knowledge and experiences through active learning and curiosity.


What We Offer:

  • competitive salary.
  • in a rapidly growing, dynamic, and high-performing company.
  • Join a team that knows how to balance work with fun through outings and events.
  • We invest in your professional learning and development.


Our office offers easy access from public transit.

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