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Executive Assistant

1 month ago

Mississauga, Ontario, Canada Longevity Achieved Full time

The Opportunity

We are seeking a highly organized and proactive Executive Assistant to support our Financial Advisors at Longevity Achieved. This role offers a dynamic work environment, opportunities for growth, and a chance to be part of a supportive team that values your contributions.

Responsibilities

  • Manage calendars, schedule appointments, and organize meetings to ensure seamless workflow.
  • Assist in building and maintaining client relationships, providing exceptional customer service and ensuring client satisfaction.
  • Prepare, review, and file client documents, ensuring accuracy and compliance with regulatory requirements.
  • Handle phone calls, emails, and correspondence efficiently, responding to client inquiries and resolving issues promptly.
  • Conduct research on financial products, market trends, and industry regulations to stay up-to-date on industry developments.
  • Assist in planning and organizing client events and seminars, ensuring successful execution and positive outcomes.
  • Maintain accurate records of client interactions and transactions, providing valuable insights for business growth.
  • Prioritize and manage multiple tasks to support the financial advisor's workflow, ensuring timely completion of tasks and projects.

Experience/Qualifications

  • Exceptional ability to manage time, prioritize tasks, and meet deadlines in a fast-paced environment.
  • Strong verbal and written communication skills, with the ability to build and maintain professional relationships.
  • High level of accuracy in preparing and entering information, with a focus on attention to detail.
  • Proficiency with MS Office Suite, CRM systems, and other relevant software, with a willingness to learn new tools and technologies.
  • Excellent at building and maintaining professional relationships, with a focus on client satisfaction and loyalty.
  • Basic understanding of financial services is preferred but not required, with a willingness to learn and grow in this area.

What's in it for you?

  • Enjoy the flexibility of a hybrid work environment, working both remotely and at our beautiful office location in Mississauga, ON, Canada.
  • Performance-based pay with opportunities for growth and professional development.
  • Access to training programs, mentorship, and continuous learning opportunities to enhance your skills and knowledge.
  • Work in a dynamic, supportive team that values your contributions and provides a positive work-life balance.

Longevity values:

  • DYNAMISM: Fuelling action, speed, and continual excellence.
  • UNITY: Harmonising wealth and well-being.
  • HONOUR: Upholding trust, duty, and ethical conduct.
  • BOLDNESS: Pioneering courage, innovation, and decisive action.
  • EMPOWERMENT: Enabling choice, strength, and personal growth.

Qualifications:

  • General understanding of financial services.
  • Excellent interpersonal skills.
  • LLQP, MFDA or securities license are welcomed but not required.

We appreciate every application we receive, but due to our overwhelming response, we will only be able to contact those who are in consideration for the position.