Financial Planning Administrative Associate

1 month ago

Oakville, Canada Imperial Lifestyle Management Full time

**Who We Are**

Imperial Lifestyle Management we are experts in financial planning, management and administration. Our clients are highly trained professionals who trust us to manage their affairs. When they’re delivering patient care, spending time with their family, they’re assured their business is in good hands.

As a fast-growing business, we are looking to expand our TEAM and hire a full-time permanent Financial Planning Administrative Associate. Drawing on previous experience in an administrative role, you will be responsible for providing complete administrative support to the planning team. You must be comfortable operating in a fast-paced, confidential, multi-tasking environment and able to co-ordinate and communicate with other team members. You must be a self-motivated, highly organized individual with an ease for communication and a passion for enhanced client services.

**Daily Responsibilities**

Your job is to handle duties related to our clients’ administration & communication, allowing us to remain focused on sales initiatives and business growth. These may include, but not limited to the following:

- Processing/reviewing daily business transactions regarding client accounts
- Paying regular invoices and monthly credit cards.
- Processing tax installments on behalf of client businesses.
- Preparing and maintaining client files, paperwork, and meeting notes
- Following up on action items from completed meetings
- Maintaining and analyzing client investment account records
- Regulatory/Compliance tracking and follow-up
- Confirming client appointments
- Building relationships with our amazing clients

**Qualifications**
- You’re well organized and great with numbers.
- Diploma or other Postsecondary degree in a relevant discipline or equivalent experience.
- Minimum 2 years’ experience preferably in the financial services industry or banking.
- Excellent computer literacy. Specifically in Excel, Gmail, Google Drive (Sheets, Docs), Windows, Adobe for PDF editing and management.
- Customer service orientation with a demonstrated ability to interact professionally with clients both on the phone and face-to-face.
- Discretion and ability to organize and prioritize multiple tasks under tight deadlines.
- You may have a professional designation or looking to acquire one: CFP, CPA, PFP, CSC

**Your Personality**:
We want someone who has the desire and takes pride in doing a great job. You will have the skills expected of a Rockstar Financial Administrator including:

- Attention to detail
- Independent problem solving abilities
- Excellent written and verbal communication skills
- Commitment to personal growth
- Inter-personal skills, technical skills, and the desire to learn.
- Investment and Insurance experience and preferably Insurance licensed
- Ability to handle stressful situations.

**We take care of our people**:

- Competitive compensation around $75,000 and adjusted to your experience.
- Annual performance-based bonus and pay raises.
- Starting 3 week’s vacation
- Health Insurance
- Health Spending Account
- Annual education allowances
- Cell phone allowance
- Health club allowance
- Travel expense per diem.
- Some flexibility to work hours and scheduling as per client needs

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

Pay: From $75,000.00 per year

Schedule:

- Monday to Friday

**Experience**:

- Financial services: 2 years (required)
- Administrative: 2 years (required)

Work Location: In person

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