Unlicensed Advisor Assistant/client Scheduling

3 weeks ago


Belle River, Canada Front Row Financial Solutions Inc. Full time

_**The Opportunity**_

Grow your career in the financial industry We are looking for a driven, client-orientated individual to join our team as an Unlicensed Advisor Assistant and Client Scheduling Co-ordinator at Front Row Financial Solutions. This is a unique, remote opportunity to learn from a top-performing Financial Planner & Advisor to strengthen your financial knowledge and experience, while providing high-level service and support to our clients. You will develop professional, yet friendly relationships with our clients and service partners to maintain our high standard of service and help grow our business through creative market initiatives. Your attention to detail will ensure that daily business runs smoothly, and out-of
- the-box thinking will tackle any challenge
- **The Role**:_
- Act as a liaison between the advisor, clients, and service partners.
- Work with the advisor to help prepare financial plans including reports and analysis for clients.
- Become well versed in company services and offerings and working with our service partners.
- Maintain client records and interactions within regulatory compliance standards.
- Has a post-secondary education, or equivalent industry experience
- Familiar with compliance and regulatory issues relating to the financial services sector
- Strong knowledge of Microsoft Suite and Windows Operating systems, and tech-savvy
- Strong knowledge of customer service principles and practices
- Strong attention to detail and ability to work in a fast-paced environment that involves multi-tasking clients
- Has outstanding verbal and written communication skills
- Competent and effective working both independently and collaboratively with our team
- **The Reward?**_
- Permanent remote part-time position with a respected Canadian-based Financial Services Company
- A competitive hourly pay, and incentive bonus structure
- Opportunities for advancement

**Job Type**: Part-time
Part-time hours: 15-20 per week

Pay: $17.00-$20.00 per hour

**Benefits**:

- Flexible schedule

Schedule:

- Monday to Friday

**Education**:

- Secondary School (preferred)

Work Location: Hybrid remote in Belle River, ON N0R 1A0

Application deadline: 2023-07-17
Expected start date: 2023-08-01


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