Finance Associate
1 month ago
Tasks/Responsibilities:
- Providing high level client support, such as answering client inquiries and solving client issues
- Booking meetings and maintaining relationships with clients
- Requires the ability to handle highly sensitive and confidential information
- Order/Trade Ticket Processing
- Data Entry
- Filing and record keeping
- General office maintenance
- Lead generation and prospecting
- Other administrative tasks as required by the Financial Advisors
Skills/Requirements:
- Sound judgment and decision-making skills
- Ability to make pro-active and effective decisions
- Strong communication skills
- High regard for confidentiality
- Strong knowledge in Personal Finance is an asset (RRSP, RESP etc.)
- CSC or IFIC is an Asset.
- Previous experience as an advisor assistant is an asset
- Applicants need to be fast learners and highly detail orientated
**Benefits**:
- Health Care Spending Account
**Job Type**: Part-time
Part-time hours: 24-30 per week
**Salary**: From $20.00 per hour
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Richmond Hill, ON: reliably commute or plan to relocate before starting work (required)
Work Location: In person
Application deadline: 2023-07-07
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