Quality Assistant

2 weeks ago


Oakville, Ontario, Canada With-Seidelin Private Wealth Management, iA Private Wealth Full time
With-Seidelin Private Wealth Management, iA Private Wealth is a family office style wealth planning/management financial planning practice delivering meticulous financial plans and execution for successful Canadians. We are looking for an administrative assistant to assist the rest of the team with delivering on our unparalleled client experience, that makes us a standout in the industry. We adhere to the highest ethical, regulatory, and fiduciary standards.
You will be the lead client service provider for about 30 families and will work closely with them. taking care of all their administrative needs
- assisting with organizing annual planning and review meetings
- keep our client relationship software (ACT) up to date
- address and process life and long-term disability insurance inquiries (under iA Private Wealth Insurance) and ensure that payments are processed on time

It is an advantage if you are licensed, but if not, the expectation is that you will commit to become licensed. You must also know Microsoft Office and in particular Excel and Word.

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