Financial Services Associate

3 weeks ago

Central Ontario, Canada Assante Wealth Mgmt Full time

An established and growing financial planning practice is seeking a Financial Services Associate to join our team. This is an opportunity for a career-oriented individual who wishes to leverage their existing financial background and grow their transferable skills within our branch. The incumbent will work closely with an Advisor in the management of the Advisor’s book of business by providing effective client service and executing business development and other sales related activities.To be successful, the candidate will need to collaborate with Advisors, clients, and various other stakeholders. This position requires strong written and verbal communication skills, attention to detail, the ability to prioritize effectively and a passion for delivering outstanding client service.RESPONSIBILITIESAssist financial advisors with the servicing of new and existing client accountsEngage with clients on a regular basis by phone and email to provide excellent client service on behalf of the branchExecute and ensure proper settlement of client trades in accordance with Investment Advisor’s instructionsAssist the advisors in preparing accurate documentation including new account applications, client review material, presentations, correspondence, and various summary reportsAssist in the preparation of client portfolio and insurance reviewsLiaise and assist with various stakeholders, including 3rdparty lawyers and accountantsManage and maintain digital branch and client management recordsExecute various marketing and business development initiatives, such as Market update newslettersMaintain up to date knowledge of securities, mutual funds, and insurance industryPrepare simple to complex tax returns for individuals (training can be provided)QUALIFICATIONSPost-secondary education in Business or Finance is preferred5+ years of relevant financial / business / customer service experienceWorking knowledge of investment products and plans is requiredProficiency in Microsoft Office, including Excel, PowerPoint, Word, OutlookWorking knowledge of Box, Salesforce, DocuSign, Tax Software is considered an asset.CSC course certifiedAdditional financial courses, credits / or licensing within the financial services industry is an assetKNOWLEDGE, SKILLS AND ABILITIESPrioritization - Ability to take direction and work concurrently with various stakeholders.Prioritization - Ability to determine priorities and communicate anticipated completion times.Communication - Strong and professional verbal and written communication skillsClient service focus – Maintains a professional and client service-driven approach, going above and beyond for our clientsProactive – Actively takes on responsibilitiesTeam oriented – Helpful, encouraging, and supportive. Focusing on collaboration and team successPrecision - Ability to maintain a high level of accuracy and strong attention to detail #J-18808-Ljbffr

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