Senior Administrative Associate
3 months ago
- Analyze clients’ accounts to recommend business opportunities adapted to their needs.
- Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service.
- Coordinate the organization of seminars for clients and plan content for them.
- Take part in financial planning meetings for clients, prepare files, ensure follow-up and subsequent steps.
- Oversee onboarding, training and coaching for new members of your team.
You will join a team supporting 2 investment advisors located in Mississauga with a satellite office in Owen Sound and 2 Licensed Associates.
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
Prerequisites:- Completed college and/or university diploma in a related field.
- Minimum of 5 years of relevant experience in portfolio management, financial planning, marketing and social media or taxation.
- Excellent knowledge of the Microsoft Office suite and comfortable with technology.
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Flexible group insurance.
- Generous pension plan.
- Opportunities to get involved in community initiatives.
- Virtual sleep clinic.
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