Investment Services Co-ordinator

3 days ago

Waterloo, Canada Young Financial Group Full time

Do you have experience or an interest in personal finance and working in the financial services industry? Do you have an understanding of financial terminology, and an interest in learning more? Do you have a minimum of 4 years office administration experience, preferably in the financial sector? Are you looking to join a small, close-knit, and supportive team?

**About Us**:
At Young Financial Group, we are dedicated to the needs of our clients. To us, clients become part of our family. We are driven by strong values of honesty, integrity, and a commitment to provide an extremely high level of service to our clients. We care deeply about our clients and our approach to wealth management is centered around long-term relationships, built on a foundation of open communication, education, and transparency.

We value every individual’s contribution, and understand that the success of our company depends on our team. We are a close-knit team, and work together to create an environment of mutual trust and respect, it is important to us that our team members are happy and fulfilled in their roles.

**What we are looking for**:
This is an in-office, client-facing role. We are looking for someone who truly enjoys communicating with clients, someone with strong administration skills, who is able to work independently with mínimal supervision; we do not micromanage here, we place trust in our employees and respect their abilities.

To be successful in this role, a financial background is not necessarily a requirement, although it will be considered an asset.

You must possess a positive, proactive client service focus, while working in a fast-paced, professional environment. You will require strong verbal and written communication skills, and must have robust administrative, problem-solving and customer relations skills. We are looking for someone who is detail-oriented and has exceptional organizational and time management skills.

**Job Responsibilities (this is not an exhaustive list)**:

- Act as the first point of contact, treating clients and suppliers in a professional and courteous manner.
- Prepare initial paperwork for client meetings, followed by processing paperwork and advisor notes once the meeting has been completed. Follow up on paperwork.
- Keep the filing system organized and updated, including weekly paper filing and electronic filing.
- Maintain and keep Equisoft (our Customer Relation Management Software) up-to-date.
- Place trades (purchases, switches or withdrawals) in client investment accounts. Follow up on trades.
- Must hold all client and business-related information in the strictest of confidence and keep up-to-date with compliance issues related to the practice.

**What we offer**:
An in-office position, which will require coverage from 8:30am - 4:30pm during our typical client contact hours. A friendly and supportive work environment that is understanding of personal commitments. We know that family and a work-life balance is important, and we do our best to support our employees with this.

**Compensation**:

- Salary range is $50,000 - $60,000 based on experience.

**Benefits**:
Benefit package is applicable after successful completion of the 90-day probationary period, and includes:

- Health and Dental coverage (fully paid)
- Life Insurance (fully paid)
- Long Term Disability (employee paid).

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

**Salary**: $50,000.00-$60,000.00 per year

**Benefits**:

- Extended health care
- Life insurance

Flexible Language Requirement:

- French not required

Schedule:

- Day shift

Ability to commute/relocate:

- Waterloo, ON: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Administrative: 4 years (required)

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