Business Development and Support Associate

1 week ago

Toronto, Ontario, Canada Fuze HR Solutions Full time

At Fuze HR Solutions, we offer a competitive salary of $70,000 - $90,000 per year based on experience and qualifications.

About the Role

This comprehensive job description outlines the responsibilities and requirements for the dual-role position combining front desk operations and high-level administrative support to executives. The successful candidate will serve as the first point of contact for visitors and clients, ensuring a welcoming and professional environment.

  • Serve as the initial point of contact for visitors and clients, guaranteeing a positive and polished atmosphere.
  • Answer and direct phone calls, respond to emails, and manage general inquiries in a timely and effective manner.
  • Maintain a clean and organized reception area and oversee meeting room setups, including arranging refreshments and materials.
  • Oversee office supplies, ensuring all resources are stocked and organized.

Licensed and Compliance Support:

  • Assist with financial discussions and transactions requiring licensure, ensuring all activities comply with industry regulations.
  • Maintain accurate and organized records of licensed activities and prepare for audits or regulatory reviews.
  • Actively uphold Errors and Omissions (E&O) insurance, ensuring compliance with risk management standards.

VIP Client Management:

  • Serve as a trusted liaison for VIP clients, ensuring timely, personalized, and professional communication.
  • Coordinate the distribution of game tickets, exclusive event access, and personalized gifts for clients.
  • Track client preferences, anniversaries, and milestones to enhance relationship management.
  • Ensure all interactions are tailored to reinforce relationships and exceed client expectations.

Global Travel Management:

  • Plan and manage complex global travel itineraries for executives, including flights, accommodations, visas, and ground transportation.
  • Be available on-call to address last-minute changes, delays, or cancellations, ensuring seamless travel experiences.
  • Prepare comprehensive travel agendas, including meeting schedules, locations, and supporting documentation.

Event and Gift Coordination:

  • Plan and manage logistics for client and internal events, including venue selection, catering arrangements, and hospitality details.
  • Organize and send personalized gifts and tickets for special occasions or relationship-building initiatives.
  • Coordinate event timelines and ensure all participants have the necessary information and materials.

Executive and Administrative Support:

  • Manage the executive's calendar, scheduling high-priority meetings and organizing daily tasks.
  • Prepare detailed meeting agendas, presentations, and reports with a focus on accuracy and relevance.
  • Attend meetings to take comprehensive notes, ensure follow-up actions are tracked, and manage deliverables.
  • Handle confidential correspondence, prioritize tasks, and provide proactive administrative assistance.

Key Qualifications:

  • Active financial licensure (e.g., Series 7, Series 63, or other relevant licenses).
  • Minimum 2 years of licensing experience in a financial or client-facing role.
  • Errors and Omissions (E&O) insurance is required and must be maintained actively.

Required Skills and Competencies:

  • Exceptional communication skills, both written and verbal, with a client-focused mindset.
  • Strong organizational and multitasking abilities with a keen eye for detail.
  • Proficiency in Microsoft Office Suite, Zoho CRM, and other scheduling and administrative tools.
  • High level of discretion and professionalism when handling confidential information.
  • Ability to manage competing priorities in a fast-paced environment and deliver high-quality results.

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