Financial Advisor Assistant
6 months ago
**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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