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Senior Financial Advisor Assistant

1 month ago

Stratford, Ontario, Canada PEAK Financial Group Full time
Job Title: Senior Financial Advisor Assistant

Location: Stratford

Job Overview:

We are seeking an experienced Client Services Assistant to provide administrative and operational support to our Senior Financial Advisor.

Duties and Responsibilities:
  • Respond to client inquiries via phone, email, or software
  • Schedule appointments and prepare daily account paperwork
  • Process transactions and trades in a timely manner
  • Manage account openings, updates, and transfers
  • Organize and maintain digital filing systems
  • Handle client requests and paperwork for tax season
  • Update client databases and generate reports
  • Generate maturity lists and reports for KYC Expiry and Non-Suitable Clients
  • Track short- and long-term projects and deadlines
  • Work with confidentiality at all times
Requirements:
  • Mutual Funds License (preferred)
  • Completed AML/Compliance training and CE credits
  • Min. 2-5 years of experience in a financial administrative role
  • Experience with Univeris software
  • Strong digital literacy and research skills
  • Proficiency in Microsoft Office Suite
  • Exceptional written communication skills
  • Strong time management and organizational abilities
  • Interpersonal finesse and excellent office and phone etiquette
  • Ability to work independently and efficiently

To apply, please submit a cover letter and resume to the hiring manager.