Financial Advisor Assistant

6 months ago


Mississauga, Canada GP Wealth Management Full time

**The Role**

GP Wealth Management is seeking a financial advisor assistant to join our team and help service and continue to grow our client base. As a financial advisor assistant, you will work side by side with the team to help clients achieve their financial goals.

**Responsibilities**
- Assist financial advisor with daily activities, including scheduling appointments, maintaining calendars, preparing correspondence, reports and presentations.
- Prepare and review new account documents
- Facilitate and resolve client service requests
- Manage client account transactions and ensure compliance with regulatory requirements.
- Ensure documentation is prepared and provided for all client meetings
- Handle confidential and/or sensitive information responsibly
- Maintain internal and external working relationships
- Perform other duties as assigned

**Preferred Experience/Skills**
- Diploma or bachelor's degree in finance, business, or financial services (or equivalent experience)
- A few years of experience in a similar role
- Committed to providing exceptional customer service
- High degree of comfort managing multiple tasks simultaneously
- Excellent communication skills, both written and verbal
- Detail-oriented with strong organizational skills
- Ability to work independently as well as part of a team
- Proficient with Microsoft Office Suite
- Experience with CRM systems

**Salary**: $45,000.00-$60,000.00 per year

**Benefits**:

- Paid time off
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

**Experience**:

- Customer service: 1 year (preferred)

Ability to Commute:

- Mississauga, ON L4W 4Y4 (required)

Work Location: Hybrid remote in Mississauga, ON L4W 4Y4


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