Client Services Administrator

3 weeks ago


St Thomas, Canada Action Financial Group Full time

We’re hiring Join our team, committed to providing elite financial planning services to our clients including wealth, investment, tax, estate, insurance, retirement planning products. Action Financial Group iA Private Wealth is an inclusive and driven team that values the impact that effective financial planning can have on clients’ quality of life and investment goals.

We are a small and highly motivated team that offers opportunity for growth, development and mentorship from our financial planners. Our compensation package includes a competitive salary, paid time off, and extended health benefits. Additionally, we provide continuous educational opportunities and training and development initiatives to all staff members to ensure our clients are provided with premium service, and our employees can continue to grow and develop personally and professionally.

**Information**

Location: St Thomas Ontario (onsite)

Category: Administrators

Job Title: Administrative assistant

We are seeking a Client Service Assistant who can join our team to assist with carrying out requests and instructions from clients and advisors with regards to their investment and financial planning goals. You will work closely with our advisory and administrative teams to provide excellent service to our clients including but not limited to:

- maintain client files and record keeping
- ensure daily trades and system account entries are timely and accurate
- process instructions for client withdrawals, deposits, and transfers
- document all interaction with clients to adhere to reporting standards
- respond to and deal with client inquiries
- maintain required documentation for all client account types
- and additional business operation and marketing activities as assigned

**Requirements**:

- Post secondary education in financial services or business administration is an asset
- Experience in a Licensed Assistant / Client Administrator Service role is an asset
- Ability to balance multiple projects concurrently while ensuring attention to detail and adherence to deadlines
- Commitment to engaging in a team setting and willingness to work independently on assigned projects
- Exceptional time management skills and ability to work as a team and individually

**Working Conditions**

This position operates within a standard office environment. At times it can be fast paced and requires time management and task prioritizing to ensure deadlines are met. Individual work spaces are provided for comfort and to make physical distancing effective.

**Job Types**: Full-time, Part-time, Fixed term contract

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Schedule:

- Day shift
- Monday to Friday

Licence/Certification:

- CSC (Canadian Securities Course) (preferred)

Work Location: In person

Application deadline: 2022-06-17



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