Financial Administrative Assistant

3 weeks ago


Waterdown, Canada Concepts (GTA) Inc. Full time

**Financial Administrative Assistant**

Full-time in office - Waterdown ON

Since 1993, this full-service wealth management firm has offered investment and insurance advisory services to businesses and individuals while taking pride and joy in clients' financial security. They are looking to add a new Financial Administrative Assistant to their team to support 4 financial advisors. This is a fun, hard-working atmosphere where the team is family oriented, inclusive, and easygoing.

**Responsibilities**:

- Prepare documentation for client meetings; agendas, disclosure agreements, privacy information, risk tolerance, statements, summaries, follow-up
- Prepare Monthly reports for clients & upload all incoming documents to CRM; Salesforce
- Administrative support to 4 financial advisors on the team
- DocuSign preparation and processing
- calendar management
- Follow up and confirm transfers and trades
- Insurance processing
- Life & Living Benefits, Segregated funds /transfers
- Advisor Continuing Education credits coordination; webinars, seminars, reports on several systems - keep advisors on track
- General audit of office and building supplies
- Newsletters with topical & informative items
- Special Projects throughout the year; Waterdown Scarecrow contests, client appreciation events, community events
- Occasional errands, visits to pick up and drop off, etc.
- Other duties as assigned; for example, client appreciation, marketing, Social Media

**Requirements**:

- Post-secondary education in a related field, i.e., Insurance and/or Business Administration programs, ideal
- Previous administrative experience within the financial, insurance, and/or wealth management industry is considered an asset
- LLQP is an asset
- Knowledge of CRM; Salesforce is considered an asset
- High proficiency with MS Office 365 and One Drive
- Exceptional multitasking ability, prioritizing, and flexible

**Compensation/ Benefits**:

- Salary $44-50K
- Health & Dental
- 3 Weeks Vacation

Note: Expected Approximate Start Date May 2023



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