Financial Services Administrator

3 weeks ago


Greater KitchenerCambridgeWaterloo Metropolitan Area, Canada Dean Group Full time

At the Dean Group, we're looking for a skilled Financial Services Administrator to join our Wealth Management team in the KWC area.

Salary: Up to $60,000 plus profit sharing and benefits

About the Role

In this role, you will provide administrative support to our Advisors, ensuring the efficient operation of the team. You'll be proactive and detail-oriented, managing multiple priorities in a fast-paced environment.

  • Prepare new accounts, trades, and oversee transactions.
  • Review documents to ensure accuracy and completeness.
  • Maintain and update client records with investments and insurance-related documents.
  • Respond to inquiries related to advisors, clients, and other parties.
Requirements

To succeed in this role, you must have:

  • A minimum of 2 years' experience in a mutual funds environment.
  • Exceptional organizational and time management skills.
  • Strong written and verbal communication abilities.
  • The ability to work independently and as part of a team.
What We Offer

We offer a great working environment that invests in the growth and development of its employees. Our flexible schedules and attractive compensation package make us an ideal choice for those looking to advance their careers.



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