Financial Services Assistant

5 months ago


Uxbridge, Canada Carriage House Wealth Full time

Carriage House Wealth Ltd. (CHW) is a Family Office and private wealth management advisory firm that servesCanada’s wealthiest families and ultra high-net-worth individuals. Providing comprehensive investment, planning and tax solutions, CHW strives to meet the complex expectations and needs of our clients.

**POSITION**:Financial Services Assistant**

**REPORTS TO**:Chief Operating Officer

**STATUS**:Full Time / Permanent

**LOCATION: Uxbridge, ON office with flexibility to work from home.**

Opportunity to join a growing Family Office and private wealth management firm as an **Financial Services Assistant**. As an Financial Services Assistant, you will be responsible for providing day-to-day administrative support to meet the firm's operational and administrative processes and control standards. In this position, you will be working with the Chief Operating Officer and other members of the Leadership Team.

**KEY RESPONSIBILITIES**:

- Collaborate with the Chief Operating Officer to support the administrative and operational processes for the firm, with accuracy and efficiency
- Provide day-to-day and project support to CHW Leadership Team, including the President and other members of the Leadership Team
- Efficiently support all administrative and operational processes, including assisting in the scheduling and preparation for client meetings, supporting administration relating to account openings, client onboarding and overall ongoing account maintenance.
- Providing support in generating all reporting requirements for the firm
- Supports the maintenance and organization of the client database and files
- Provides administrative support to ensure risk and compliance processes and procedures are completed on a timely basis in accordance with regulatory requirements
- Supporting administrative processes relating to on-going accounting and finance administration
- Filing, photocopying, scanning, faxing
- Provide general office administrative and operational support, including opening, distributing and filing incoming mail, sending couriers and registered mail.

**QUALIFICATIONS & REQUIREMENTS**:

- Bachelor’s degree
- 3+ years of office experience, preferably in Financial or Investment Services; Family Office experience an asset
- High attention to detail and ability to complete a range of tasks with accuracy and efficiently
- Time and process management skills, ability to organize and meet deadlines
- Excellent organizational skills, ability to multitask and meet deadlines while maintaining high service standards
- Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 12 months from date of hire
- Carriage House Capital (CHC) is committed to providing accessible employment practices that are in compliance with the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation during any stage of the recruitment process, please notify us directly._

Pay: $40,000.00-$55,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Paid time off
- Vision care

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

Ability to commute/relocate:

- L9P 1E6, CA: reliably commute or plan to relocate before starting work (required)

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- Financial Services: 3 years (preferred)

Work Location: Hybrid remote in L9P 1E6, CA

Application deadline: 2023-12-01
Expected start date: 2024-09-16



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