Service Associate

4 months ago

Mississauga, Canada Ferguson Financial Planning | CI Assante Wealth Management Full time

**SUMMARY OF ROLE**:
We are currently seeking a Service Associate to join our team in Mississauga and support the operations of the Ferguson Financial Planning team at Assante Capital Management. The Service Associate will play a crucial role in facilitating account management and administrative tasks to ensure the smooth operation of the team.

**QUALIFICATION REQUIREMENTS**:

- A minimum of two (2) years’ experience in the mutual fund &/or financial services industry.
- Post-secondary education.
- Familiarity with mutual funds and other investment products.
- Ability to meet deadlines and work effectively under pressure, while paying attention to detail.
- Excellent verbal and written communication skills.
- Proficiency in MS Office Suite (Word, Excel, Outlook, & PowerPoint)
- Familiarity with QuickBooks, DocuSign, and Salesforce is a plus.
- Strong analytical, administrative, problem solving and organizational skills.
- Self-motivated and positive attitude.
- A proven ability to interact well in a team environment, and display professionalism in a fast-paced environment with tight deadlines.

**ROLE & RESPONSIBILITIES**:

- Process daily mutual fund, stock, and bond trades accurately and efficiently.
- Prepare necessary paperwork for investment purchases, redemptions, switches and in-kind transfers.
- Manage all filing activity.
- Purchase GICs.
- Update and maintain New Account Application Forms (NAAFs)
- Handle cheque requests, dividend re-investment, set-up PACs and SWPs.
- Manage bill payments and assist with basic bookkeeping tasks, including payment of HST.
- Liaison with Assante back office on transfers, administration errors, and maintenance issues.
- Assist in coordinating mass mailings.
- Follow up and reconcile marketing support requests and commission statements.
- Keep current on all matters of compliance and Assante procedures.
- Please note this position is a support role only, and is not a Financial Planning or Financial Advisor role._

Pay: $50,000.00-$65,000.00 per year

**Benefits**:

- Dental care
- Paid time off
- Store discount

Day range:

- Monday to Friday

Shift:

- 8 hour shift

Ability to commute/relocate:

- Mississauga, ON L5B 3J1: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Is Assante a bank or financial planning firm?

**Education**:

- Bachelor's Degree (required)

**Experience**:

- Administrative: 5 years (required)
- Financial services: 2 years (required)

Willingness to travel:

- 100% (preferred)

Work Location: In person

  • Food Service Associate

    2 weeks ago

    Mississauga, Ontario, Canada FRUITOMANN REAL SHAKES INC. Full time

    At FRUITOMANN REAL SHAKES INC., we are seeking a skilled Food Service Associate to join our team. As a Food Service Associate, you will be responsible for providing exceptional customer service and ensuring a seamless dining experience for our guests.Key Responsibilities:Prepare and serve food and beverages to customers in a fast-paced environment.Maintain a...

  • Food Service Associate

    3 weeks ago

    Mississauga, Ontario, Canada beBee Professionals Full time $25,000 - $35,000

    We are seeking a skilled Food Service Associate to join our team at beBee Professionals in Mississauga. As a Food Service Associate, you will be responsible for taking customer orders, preparing food items, and providing excellent customer service at our food counter.Key Responsibilities:Take customer orders efficiently and accurately.Prepare food items...

  • Real Estate Attorney

    1 day ago

    Mississauga, Ontario, Canada NANDA AND ASSOCIATE LAWYERS PC Full time

    NANDA AND ASSOCIATE LAWYERS PC seeks a highly skilled Real Estate Lawyer to join our team. This role is ideal for a qualified attorney with a strong legal background and excellent communication skills, who can provide expert advice to clients on legal rights and represent them in legal matters.Key Responsibilities:Advising clients on legal rights and...

  • Service Associate

    5 months ago

    Mississauga, Canada Ferguson Financial Planning | CI Assante Wealth Management Full time

    **SUMMARY OF ROLE**: We are currently seeking a Service Associate to join our team in Mississauga and support the operations of the Ferguson Financial Planning team at Assante Capital Management. The Service Associate will play a crucial role in facilitating account management and administrative tasks to ensure the smooth operation of the...

  • Legal Assistant

    4 weeks ago

    Mississauga, Ontario, Canada NANDA AND ASSOCIATE LAWYERS PC] Full time

    Job Title: Legal AssistantJob SummaryNANDA AND ASSOCIATE LAWYERS PC is seeking a highly organized and detail-oriented Legal Assistant to join our team. As a Legal Assistant, you will provide administrative support to our lawyers and help with various tasks related to case management, document preparation, and client communication.ResponsibilitiesAssist...

  • Legal Assistant

    4 weeks ago

    Mississauga, Ontario, Canada NANDA AND ASSOCIATE LAWYERS PC] Full time

    Job Title: Legal AssistantJob SummaryNANDA AND ASSOCIATE LAWYERS PC is seeking a highly organized and detail-oriented Legal Assistant to join our team. As a Legal Assistant, you will provide administrative support to our lawyers and help with various tasks related to case management, document preparation, and client communication.ResponsibilitiesAssist...

  • Customer Service Associate

    5 months ago

    Mississauga, Canada Value Village Full time

    **Job Title: Customer Service Associate** **Who we are**: - Our brands are Savers (in the U.S.), 2nd Ave (in the U.S.), Value Village (in the U.S. and Canada), Unique (in the U.S.), Village des Valeurs (in Quebec) and Savers Australia. _ **Summary & Positions**: At Savers / Value Village our Customer Service Associates create an awesome experience for our...

  • Sales and Service Associate

    2 months ago

    Mississauga, Ontario, Canada Tapestry, Inc. Full time

    Job SummaryWe are seeking a highly motivated and results-driven Sales and Service Associate to join our team at Coach, a leading design house of modern luxury accessories and lifestyle collections. As a Sales and Service Associate, you will be responsible for creating personal sales and clienteling strategies in partnership with the management team,...

  • Sales and Service Associate

    2 months ago

    Mississauga, Ontario, Canada Tapestry, Inc. Full time

    Job SummaryWe are seeking a highly motivated and results-driven Sales and Service Associate to join our team at Coach, a leading design house of modern luxury accessories and lifestyle collections. As a Sales and Service Associate, you will be responsible for creating personal sales and clienteling strategies in partnership with the management team,...

  • Counter Service Associate

    4 weeks ago

    Mississauga, Ontario, Canada DFThree Corp. Full time

    Job SummaryWe are seeking a Counter Service Associate to join our team at DFThree Corp. in a fast-paced food service environment. As a Counter Service Associate, you will be responsible for providing excellent customer service, preparing and serving food, and maintaining a clean and safe work environment.Key ResponsibilitiesPrepare and serve food to...

  • Counter Service Associate

    4 weeks ago

    Mississauga, Ontario, Canada DFThree Corp. Full time

    Job SummaryWe are seeking a Counter Service Associate to join our team at DFThree Corp. in a fast-paced food service environment. As a Counter Service Associate, you will be responsible for providing excellent customer service, preparing and serving food, and maintaining a clean and safe work environment.Key ResponsibilitiesPrepare and serve food to...

  • Service Excellence Associate

    3 weeks ago

    Mississauga, Ontario, Canada beBee Professionals Full time

    Job Title: Service Excellence AssociateJob Summary:We are seeking a highly skilled Service Excellence Associate to join our team at beBee Professionals. The ideal candidate will possess a strong ability to provide exceptional customer service, with a focus on delivering timely and professional support to our clients.Key Responsibilities:Provide outstanding...

  • Immigration Services Associate

    5 months ago

    Mississauga, Canada Full Moon Immigration services Full time

    We're thrilled to offer you the opportunity to join our team as an Associate in our Immigration Services division. As an Associate, you'll play a vital role in guiding individuals through their immigration journeys while working within a commission-based structure. **About Us**: Join our dedicated team, committed to assisting clients with their immigration...

  • Customer Service Associate

    3 weeks ago

    Mississauga, Ontario, Canada beBee Professionals Full time $45,000 - $65,000

    We are seeking a Customer Service Associate to join our team in Mississauga. Key responsibilities include assisting customers, maintaining product knowledge, and providing exceptional service.Key Responsibilities:Assist customers with their purchases and provide exceptional service.Maintain knowledge of products and promotions to provide accurate...

  • Legal Assistant

    1 month ago

    Mississauga, Ontario, Canada NANDA AND ASSOCIATE LAWYERS PC] Full time

    Job OverviewNANDA AND ASSOCIATE LAWYERS PC is seeking a highly organized and detail-oriented Legal Assistant to join our team.ResponsibilitiesAssist attorneys with various tasks, including document preparation, research, and filing.Manage and maintain accurate and up-to-date records and databases.Provide exceptional customer service to clients and...

  • Legal Assistant

    1 month ago

    Mississauga, Ontario, Canada NANDA AND ASSOCIATE LAWYERS PC] Full time

    Job OverviewNANDA AND ASSOCIATE LAWYERS PC is seeking a highly organized and detail-oriented Legal Assistant to join our team.ResponsibilitiesAssist attorneys with various tasks, including document preparation, research, and filing.Manage and maintain accurate and up-to-date records and databases.Provide exceptional customer service to clients and...

  • Food Service Associate

    2 weeks ago

    Mississauga, Ontario, Canada Pita Grill Full time

    Pita Grill is seeking a skilled Food Service Associate to join our team. As a Food Service Associate, you will be responsible for providing exceptional customer service and ensuring a seamless dining experience for our guests.Key Responsibilities:Prepare and serve food and beverages to customers in a fast-paced environmentMaintain a clean and organized...

  • Real Estate Lawyer

    2 weeks ago

    Mississauga, Ontario, Canada NANDA AND ASSOCIATE LAWYERS PC Full time

    Job Title: Real Estate LawyerNANDA AND ASSOCIATE LAWYERS PC is seeking a skilled Real Estate Lawyer to join our team. As a Real Estate Lawyer, you will be responsible for advising clients on their legal rights and matters related to law, performing administrative functions, and representing clients in court.Key Responsibilities:Advise clients on their legal...

  • Senior Legal Advisor

    1 day ago

    Mississauga, Ontario, Canada NANDA AND ASSOCIATE LAWYERS PC Full time

    Job Title: Senior Legal AdvisorAt NANDA AND ASSOCIATE LAWYERS PC, we are seeking a highly skilled Senior Legal Advisor to join our team. As a key member of our real estate law department, you will be responsible for advising clients on their legal rights and matters related to the practice of law.Key Responsibilities:• Advise clients on their legal rights...

  • Sales and Service Associate

    2 months ago

    Mississauga, Ontario, Canada Tapestry, Inc. Full time

    Job SummaryWe are seeking a highly motivated and results-driven Sales and Service Associate to join our team at Coach, a leading design house of modern luxury accessories and lifestyle collections. As a Sales and Service Associate, you will be responsible for creating personal sales and clienteling strategies in partnership with the management team,...