Financial Advisor Assistant

2 weeks ago

Oakville, Canada Nour Private Wealth Full time

**Job description**

Nour Private Wealth (NPW) is seeking experienced financial advisor assistants to join our firm and help service our client base. As a financial advisor assistant, you will work side by side with a team of experienced professionals and other financial advisors to help clients meet their financial goals.

The financial advisor assistant will assist the team in many areas of wealth management, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems in a paperwork-intensive environment, providing customer service both in person and over the phone, facilitating and resolving client service requests, scheduling client meetings, generating and mailing correspondence, and completing other administrative tasks as assigned.

**Responsibilities**
- Assist financial advisor with daily activities, including maintaining calendars, preparing correspondence, and providing customer service.
- Interact with clients in person and over the phone.
- Prepare and review new account paperwork.
- Facilitate and resolve client service requests.
- Work independently, effectively, and efficiently.
- Ensure paperwork is prepared and provided for all client meetings.
- Handle confidential and/or sensitive information responsibly.
- Set up and coordinate, staff meetings, management meetings
- Maintain admin functions of the office such as office supplies and mail.
- Perform other duties as assigned.

**Required Education, Skills, and Qualification**
- Degree in business administration, finance, business, or financial services (or equivalent experience)
- 2+ years of experience in financial services/insurance.
- Detail-oriented, problem-solving, and ability to multitask.
- Ability to maintain the highest level of confidentiality.
- Excellent verbal and written communication.
- Advanced organizational skills specifically around calendar management, scheduling, and the ability to organize, plan, and schedule activities.
- Strong interpersonal relationship skills in working effectively with various levels of staff, including senior management and executives; ability to work as a team member.
- Sound judgment in decision-making; strong problem-solving skills and ability to multi-task, prioritize and work independently under tight deadlines in a fast-paced environment
- MS Office (Word, Excel, Outlook) proficiency; Intranet and Internet navigating and research skills, google.
- Experience with CRM systems.
- Work in a fast-paced environment.
- **Fluent in English, and French an asset.**

**Company Profile**

As a financial firm, we thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients succeed. We care about each other, reaching our potential, making a difference in our communities, and achieving success that is mutual.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Opportunities to do challenging work.

**Salary**

Salary based on experience and commensurate with the marketplace.

**Job Type**

Full-time

**Benefits**:

- Dental care
- On-site parking
- RRSP match
- Vision care

**Schedule**:
Monday to Friday

**Inclusion and Equal Opportunity Employment**

We thank all applicants; however, only those selected for an interview will be contacted.
- Note: Please note that we do not offer sponsorship. This job is for Canadian citizens, work permit holders, and PR only._

**Job Types**: Full-time, Permanent

**Benefits**:

- Dental care
- Extended health care
- RRSP match
- Vision care

Schedule:

- 8 hour shift
- Monday to Friday

Ability to commute/relocate:

- Oakville, ON: reliably commute or plan to relocate before starting work (required)

**Education**:

- Bachelor's Degree (required)

**Experience**:

- Administrative: 2 years (required)
- Financial services: 2 years (required)

Work Location: One location

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