Financial Services Administrative Assistant

5 days ago

Toronto, Canada Giles Financial Solutions Inc. Full time

**APPOINTMENTS**
- Appointment booking including calendar entry & co-ordination
- Appointment confirmations & mailing/collection of any pre-appointment material
- Meeting preparation (e.g. agenda, copies of client statements)
- Post appointment duties including administrative processing
- Enter & maintain client notes in Salesforce database

**CLIENT CONCIERGE**
- Enter client information (e.g. DOB, address updates) into Salesforce database
- Handle banking and beneficiary changes
- Handle returned/NSF insurance & investment payments
- Order client gifts (flowers, baby blankets, etc.)

**INSURANCE**
- Run life insurance illustrations using various company software
- Fax insurance signature pages and file all documents in a compliant manner
- Communicate with clients throughout the underwriting process
- Liaise with underwriters, providers, doctors’ offices, clients and advisors to keep the underwriting process moving efficiently
- Ensure newly-issued policies are delivered and recorded in Salesforce database.

**INVESTMENTS**
- Assist with data collection and preparation of files for investment meetings
- Communicate with clients throughout the account opening process
- Open accounts on Svi-App and send off transfer forms to relinquishing institution and track until funds are received
- Ensure all required compliance forms and documents are sent to the client and logged on Salesforce

**OTHER DUTIES AS REQUESTED**

**Job Requirements**:
Existing Mutual fund or CSC Securities License
Minimum of 3 years experience in an administrative capacity
Post secondary education a strong asset
Excellent knowledge of Microsoft Office Suite
Must be able to self manage with little to no direct supervision
Team player with a positive attitude
Strong attention to detail

**Compensation**:
Commensurate with experience
Health Benefits Plan
Permanent Full Time Remote Position (must live in Ontario)

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

Pay: From $36,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Paid time off
- Work from home

Flexible language requirement:

- French not required

Schedule:

- 8 hour shift
- Monday to Friday

**Experience**:

- Microsoft Office: 3 years (required)
- Administrative experience: 3 years (required)

Work Location: Hybrid remote in Toronto, ON M5J 2P1

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