Administrative Assistant
2 weeks ago
**About Us**:_We are independent Financial Planners who pride ourselves on being different than the big financial institutions. We take the time to truly know and understand our clients and focus on helping them achieve their goals - not sales targets. We take a holistic approach to wealth management and collaborate with our clients’ other advisors to ensure we provide comprehensive financial solutions. Our services include investment management, life and accident and sickness insurance, retirement planning, business succession planning, wealth transfer, estate planning and tax planning.
**Key Accountabilities and Responsibilities**
- Responsible for implementing action items as directed by Planners. Takes ownership of achieving objectives; proactively tracks status; identifies and resolves issues and coordinates with fund/insurance companies as necessary.
- Executes trades, transfers and other account changes in back-office systems. Monitors all to ensure accuracy and completion.
- Schedules follow-ups in CRM system and proactively monitors
- Coordinates with Planners to schedule meetings; prepares client files and documentation and ensures timely and accurate updates in back-office systems
- Obtains quotations and other information from insurance companies
- Documents interactions regarding client accounts in CRM system
- General reception duties (answering phones, taking messages etc.)
- Other duties as required
**Qualifications**
- Post-secondary education: business administration, economics or similar (or equivalent experience)
- Completion of the Canadian Investment Funds Course (CIFC), Canadian Securities Course (CSC) or Life License Qualification Program (LLQP) is a strong asset. Applicants who have not completed these courses will be considered but will be required, after a reasonable period of training and on-boarding, to complete the CIFC or CSC course and become registered as a licensed assistant (CIRO). We will cover associated educational costs (tuition, books, registration) and licensing fees.
- Legally eligible to work in Canada
**Skills and Experience**
- 4-5 years of administrative support experience. Strong preference for financial services or other professional settings (accounting, bookkeeping, legal etc.).
- Exceptional organization, attention to detail and efficiency
- Takes personal responsibility to achieve outcomes and identify/resolve issues
- Strong “math mindset”: able to easily understand and calculate trade amounts; track and balance all trades and transfers
- Maintains focus and productivity despite frequent interruptions (phone, drop-ins)
- Effectively manages time to ensure completion within regulatory timelines
- Proficient in Microsoft Office: especially Excel (formulas, sorting/filtering)
- Strong written communication skills
**Work Conditions**
- Start date: 29-April-2024 or sooner (position is in-office /on-site)
- Compensation: $42,000 - $54,600 will be commensurate with qualifications and prior relevant experience. We also offer a benefits package.
- Work hours are typically 8:00 a.m. to 4:00 p.m. Monday-Friday (though we have some flexibility)
- Parking pass will be provided upon retirement of incumbent. Until then, parking will be reimbursed up-to $90 / month
- Primarily desk/computer work and phone conversations with clients
- Limited local travel to make bank deposits, go to post-office etc.
**Other Considerations and Requirements**
- References required
Please submit your resume and cover letter to Taylor Warden. We thank all applicants that apply, however only those applicants selected for an interview will be contacted.
**Job Types**: Full-time, Permanent
**Salary**: $21.50-$28.00 per hour
Expected hours: 37.5 per week
**Benefits**:
- Dental care
- Disability insurance
- Extended health care
- On-site parking
- Paid time off
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Peterborough, ON K9J 3H1: reliably commute or plan to relocate before starting work (required)
Application question(s):
- What experience do you have with personal financial services (investing, financial planning, insurance etc.) - either in your career, or in your personal life?
**Education**:
- Secondary School (preferred)
Work Location: In person
Expected start date: 2024-04-29
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