Administrative Supervisor

Acquire Wealth Management is seeking a full-time Administrative Supervisor based at our 53 South Landing Drive location in Oak Bluff. If you thrive in a service driven, client focused workplace, we could be looking for you.

**Who We’re Looking For**:
**Key Responsibilities We’ll Trust You With**:
**Processing Responsibilities**:

- Ensure the prompt and accurate preparation of documents, correspondence and paperwork for client appointments.
- Responding to client requests in a timely manner and acting as liaison between advisors and clients, as required
- Scheduling appointments, maintaining and updating Outlook, including daily updates with advisors (as necessary).
- Coordinator and Owner of Acquire Annual Calendar which includes:

- Key Dates for annual processing of investment transactions ie. RRSP/TFSA.
- Key Dates for maturity listings and notices from our GIC portfolio
- Key Dates for Client Reviews (in coordination with specific service levels)
- Key Dates for renewal listing of upcoming insurance renewals
- Key Dates for GIC confirmation processing
- Key Dates for Regular Compliance Deficiency requirements for our mutual fund database
- Ongoing management of Advisors' assets under administration including daily review of maturities, no-action maturities and client statements.
- Maintenance of daily diary system to ensure all transactions are processed and followed-up in a timely manner.
- Day-to-day transaction preparation and processing of GIC transactions as required.
- Data entry and regular Redtail CRM uploads of documentation relating to client investments and insurance transactions.
- Preparation and delivery of daily deposits may be required.
- Follow-up of all transactions to ensure they are processed in a timely manner.

**Office Assistant Responsibilities**:

- Assist answering telephones and general reception duties, as required
- Ongoing filing and organization of filing for various companies to ensure up to date at all times.
- General administrative duties and ongoing projects may be required from time to time.

**Education, Certifications and Experience**:

- Minimum 3-5 years of experience in administrative roles, with a focus on supporting office operations or managing administrative tasks.
- Demonstrated ability to handle administrative tasks such as scheduling, organizing meetings, and maintaining records.
- Familiarity with office software and management tools (e.g., Microsoft Office Suite, basic CRM systems).
- Strong organizational and time management skills.
- Excellent communication and interpersonal abilities.
- Basic problem-solving skills and the ability to adapt to changing priorities.
- A proactive attitude and a willingness to learn and grow.

**Who We Are**:
Acquire Wealth Management is a premier financial services firm dedicated to providing personalized wealth management and comprehensive financial planning. Our suite of services includes Investment Management, Financial Planning, Insurance Solutions, Tax Planning, Retirement, and Estate Planning.

At Acquire Wealth Management, we pride ourselves on delivering tailored service and fostering long-term relationships with our clients. Our team is committed to guiding individuals and families through complex financial decisions, empowering them to achieve their financial goals with confidence.

We are seeking passionate and driven professionals to join us in making a meaningful impact on our clients’ financial journeys. If you’re ready to be part of a dynamic team that values collaboration, innovation, and excellence, we’d love to hear from you

Pay: $60,000.00-$70,000.00 per year

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site gym
- On-site parking
- Paid time off
- RRSP match
- Vision care
- Wellness program

Schedule:

- Monday to Friday

**Experience**:

- Administrative Management: 5 years (required)
- Customer relationship management: 5 years (required)
- Financial services: 5 years (required)

Work Location: In person