Financial Client Service Associate

7 months ago

London, Canada Assante Wealth Management - The Andrews Group Full time

**Position**: Financial Client Service Associate
**Type of Work**: On-site, full-time, permanent
**Location**: London, ON

**About The Andrews Group**

We are a collaborative wealth advisory business that offers “family office” services and superior level of client service. The Andrews Group’s goal is to have a significant, positive impact beyond just money in the lives of our clients; to help them have a genuine sense of freedom and security to do the things they want to do.

From a single individual to a thriving, multi-faceted team, The Andrews Group has succeeded based on our desire to consistently innovate, be different and be a leader in the industry, while always providing exemplary advice and client service. We want to make a difference in our client’s lives, freeing their time through our wealth planning services to allow them to do what they enjoy. We are always looking ahead so that our clients can enjoy the present and be prepared for the future.

**About The Position**

The Financial Client Service Associate is responsible for maintaining and improving The Andrews Group’s day-to-day operations and processes. The responsibilities are a combination of project management, vendor liaison, internal financial reporting, processing of client trades, leading team weekly meetings. The position handles all the behind-the-scenes logistics that keep the business “running smoothly and on time”.

While we have a strong network of vendors, consultants, and professionals, The Financial Client Service Associate will work with the other full-time team members and facilitate client requests whether directly or indirectly by delegating to another member of the team.

**Who You Are?**
- **Systems thinker**. Seeing the big picture and understanding how the different parts of an interconnected system influence each other.
- **Organized**. Able to take chaotic, sometimes messy inputs and arrange them coherently and clearly so that it's easier to get useful outputs.
- **Analytical**.Able to look at a situation and disassemble it into smaller pieces, and in doing so draw useful conclusions about fix or improve the process so the whole works better.
- **Detail-oriented**. Committed to executing on both the big and the small parts to ensure quality.
- **Tech literate**. Able to leverage tools that help streamline operations. You do not need to code or build software, but we want you to be able to think through the trade-offs for when to use an automated process vs. having a human involved.
- **Strong communicators**.Able to ensure clear hand-offs and persuade stakeholders of the importance of something instead of needing to rely on authority to get things done.
- **Collaborative**. Working alongside the team to create resilient and sustainable workflows. Doing your part while trusting others to do theirs.
- **Thoughtful**.Thinking through all the different steps of a process and asking insightful questions about the purpose and consequences of the different options.
- **Curious**. Understanding that you don't have all the answers while creating space to learn from those around you.
- **Responsible**. Able to make promises and keep them.
- **Empathetic**. Understanding the needs and desires of the different stakeholders and being able to see things from their point of view.
- **Committed to anti-racism and social justice.** The Andrews Group is building a culture that proactively works against hate, violence, and harm.

**Our Ask**
- College or University degree. An asset to have diploma or degree in accounting or finance related field.
- Canadian Securities Course an asset
- Minimum 2 to 3 years of previous experience
- Previous experience of working collaboratively in a team is an advantage.
- Proficient computer skills, Microsoft office suite etc., including social media would be a benefit.

**Reporting Line**

The Financial Client Service Associate will report to the Senior Advisor. The position will work closely with the other full-time team members.

**Responsibilities**

The Financial Client Service Associate is focused internally on all the behind-the-scenes logistics that are required to keep the company running day-to-day. This includes but is not limited to:
**Vendor liaison**
- All suppliers and landlord
- Sourcing new relationships when required.
- Gathering quotes

**Internal Financial Reporting**
- Timely Uploading and coordinating invoices, receipts with accountant/bookkeeper.

**Client Relationship Management**
- From time to time there will be client interaction at meetings, phone conversations. Being personable, engaging and genuinely interested is a core value.

**Processing of Clients Trades**
- Timely, accurate and efficient execution of trades
- Timely communication of such
- Complete and efficient document flow,
- Assist advisory team with meeting preparation of financial documents.

**Organizational Planning**
- Collaborate with the Senior Advisor in the development and tracking of te

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