Financial Services Assistant

4 days ago

London, Canada Selectpath Benefits & Financial Inc. Full time

WHO ARE WE?
Selectpath Benefits & Financial Inc. works in partnership with our clients to guide them along “the Right Path” to financial security and success by implementing customized solutions through innovation, excellence and integrity. Our team of industry experts specializes in benefits and pension, personal and corporate financial planning, and human resources management. Our services offer a comprehensive, hands-on approach to managing your short and long-term goals.

:
Reporting to the COO, the Financial Services Assistant provides administrative support to the Advisor and clients of Selectpath. In this position, you will be responsible for handling client and Advisor inquiries and requests related to Financial Services.

WORK CONDITIONS:

- Time management and ability to multi-task and prioritize work
- Long periods on a computer and navigation around different software programs
- Interacting with clients, employees and Advisors
- High-paced work environment with diverse and complex work

TASKS AND RESPONSIBILITIES:

- Maintain filing systems (paper and electronic)
- Make arrangements for meetings, seminars, and travel for the Advisor
- Investigate and solve administrative issues efficiently, accurately, and completely
- Develop and maintain effective workflow processes
- Client account updates including address, name, and bank account information changes
- Prepare of client documents, forms, quotes, presentations, spreadsheets, statements, and materials required for client meetings with accuracy and completeness
- Meet with the Advisor to review client accounts and prepare for meetings
- Daily business processing and transactions
- Follow up on trades, transfers, and outstanding business processing to ensure it is completed accurately and efficiently
- Support the insurance underwriting process by liaising with underwriters, paramedical, and medical organizations
- Provide support to the pension and group retirement divisions
- Communicate with clients to ensure they are informed of their account status
- Track top funds and portfolios using the appropriate tools
- Ensure compliance standards and regulations are followed

QUALIFICATIONS & EXPERIENCE:

- College diploma with a concentration in business administration an asset
- Minimum 3 years' customer service experience
- Working knowledge of investments is an asset
- Customer service oriented, possess a professional and approachable demeanor, and the ability to handle conflicting priorities
- Excellent interpersonal, oral, and written communication skills
- Ability to organize, prioritize in a fast work environment

COMPENSATION:
$40,000-$70,000 annual salary

Selectpath is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, or any other legally protected factors.

Upon request, Selectpath will make accommodations available to applicants throughout the recruitment and hiring process.

**Salary**: $40,000.00-$70,000.00 per year

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