Financial Administrative Assistant

6 days ago


Waterdown, Ontario, Canada Concepts (GTA) Inc. Full time

Financial Administrative Assistant
Full-time in office - Waterdown ON


Since 1993, this full-service wealth management firm has offered investment and insurance advisory services to businesses and individuals while taking pride and joy in clients' financial security.

They are looking to add a new Financial Administrative Assistant to their team to support 4 financial advisors. This is a fun, hard-working atmosphere where the team is family oriented, inclusive, and easygoing.

Responsibilities:

  • Prepare documentation for client meetings; agendas, disclosure agreements, privacy information, risk tolerance, statements, summaries, followup
  • Prepare Monthly reports for clients & upload all incoming documents to CRM; Salesforce
  • Administrative support to 4 financial advisors on the team
  • DocuSign preparation and processing
- calendar management

  • Follow up and confirm transfers and trades
  • Insurance processing
  • Life & Living Benefits, Segregated funds /transfers
  • Advisor Continuing Education credits coordination; webinars, seminars, reports on several systems keep advisors on track
  • General audit of office and building supplies
  • Newsletters with topical & informative items
  • Special Projects throughout the year; Waterdown Scarecrow contests, client appreciation events, community events
  • Occasional errands, visits to pick up and drop off, etc.
  • Other duties as assigned; for example, client appreciation, marketing, Social Media

Requirements:

  • Postsecondary education in a related field, i.e., Insurance and/or Business Administration programs, ideal
  • Previous administrative experience within the financial, insurance, and/or wealth management industry is considered an asset
  • LLQP is an asset
  • Knowledge of CRM; Salesforce is considered an asset
  • High proficiency with MS Office 365 and One Drive
  • Exceptional multitasking ability, prioritizing, and flexible

Compensation/ Benefits:

  • Salary $4450K
  • Health & Dental
  • 3 Weeks Vacation

Note:
Expected Approximate Start Date May 2023

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