Associate - Client Services

4 weeks ago

Mississauga, Canada Assante Financial Management Ltd. WWH Financial Group Full time

We are seeking an individual who desires a long-term opportunity to grow and advance, helping shape an already successful financial planning practice.

Being a member of a small but growing team within a large firm, you gain exposure to many different aspects of the business. Our five-person team is comprised of three advisors, an existing associate, and you.

**Responsibilities include the following**:
Client Service:

- Schedule and prepare for client meetings, including preparing financial reports and presentations
- Handle client meeting follow-up tasks as delegated
- Process account transactions, documentation and trade processing.
- Manage new client onboarding process
- Manage incoming calls
- Ensure all databases are updated and maintained
- Research information to prepare special reports
- Enter notes and tasks into Salesforce
- General office administrative duties as assigned
- Find ways to improve efficiency and processes

Operations:

- Maintain client records through filing & scanning
- Manage office technology and servicing

**You are a good fit for this role if you possess the following attributes**:

- Detail oriented with a touch of OCD
- Strong administrative skills, accuracy, and attention to detail
- Strong math, analytical and problem-solving abilities, including the ability to anticipate next steps required to complete the task
- Independent and self-motivated
- Strong planning, time management, organizational skills, and the ability to prioritize effectively
- Enjoy working with the public, providing excellent client service
- Strong working knowledge of Microsoft Office (particularly Excel and PowerPoint)
- Experience with Salesforce or other CRMs
- Enthusiastic, high energy
- Outstanding verbal and written communication skills, along with exceptional listening skills
- Professionalism
- Team oriented - you are willing to pitch in where needed and will go the extra mile

**You are even better prepared for this role if you have**:

- Some post secondary business, economics, or accounting related courses
- A financial services industry diploma such as CSC or IFIC
- Experience in an administrative role

**Nice to haves**:

- Speaks any of the following languages: French or Spanish

**Perks of the job**:

- This is a permanent full-time position working in our Mississauga office
- We work on hybrid model, on a roughly 50/50 split between in-office and work from home
- Working as part of a collaborative & diverse team
- Competitive pay and vacation policy
- **This is not a sales position**

Please submit cover letter and resume in PDF format.

**Benefits**:

- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Ability to commute/relocate:

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

**Language**:

- English (required)

Work Location: Hybrid remote in Mississauga, ON

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