Financial Advisor Assistant

3 weeks ago

Oakville, Canada WSC Financial Solutions Inc. Full time

**Who are we?**

WSC Financial Solutions is a multi-advisor corporation associated with Sun Life Financial, located in Oakville Ontario. We are a 15-member team, specializing in financial planning, wealth management and insurance strategies. Our clients include high net worth individuals and families, business owners, professionals, and group insurance clients. Our focus is client-centric and framed by a belief in financial planning, regular reviews, and ongoing client touch points. We care about our client experience and our team which make it all possible.

**Who are you?**

**What do you bring?**
- Experience in providing excellent Customer Service with a helpful attitude; strong communication skills (written, telephone and in person)
- A high level of professionalism and comfort with interacting with high net worth and valued clients
- Strong organizational skills - ability to prioritize, multitask, work within time constraints and follow-up in a fast paced, high-volume practice
- You work well in a team and enjoy contributing to a team environment
- Experience in financial services, wealth, and insurance administration will be considered an asset.
- Mutual Fund license and/or LLQP will be considered be an asset.
- Excellent technical skills including MS Office, Salesforce knowledge an asset.

**What would you be doing?**

Core responsibilities will include:

- Scheduling client appointments with existing clients.
- Assisting with meeting preparation and post-meeting tasks.
- Attending client meetings with advisors, record meeting notes and manage follow up
- Managing accurate entry, processing and follow up of both insurance and wealth transactions including opening new accounts, executing transfers, redemptions, and deposits for both nominee and client held accounts
- Oversight of all client forms including prefilling information, managing signature completion, and ensuring accuracy of fund codes and fee structures
- Communicating with Sun Life and third-party offices
- Understanding and managing compliance and regulatory requirements
- Participating in regular team meetings
- Contributing to improving processes

**Hybrid Working model and 4.5-day work week**:
Currently our team works in the office from Tuesday through Thursday and remotely on Mondays and Fridays. We also offer a 4.5-day work week at full pay and close our office mid-day on Fridays. A healthy life-work balance is a core WSC value.

**Benefits and Bonus**:
We offer a full benefit employee package, an Employee Assistance Program, and a Health Spending Account. This is a full-time position with an additional annual bonus program.

**Job Types**: Full-time, Permanent

**Salary**: $45,000.00-$55,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Work from home

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

**Experience**:

- Customer service: 2 years (preferred)

Work Location: Hybrid remote in Oakville, ON

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