Advisor Support Associate

6 days ago

Halifax, Canada Matthews McDonough Financial Planning Full time

Matthews McDonough is a progressive leader in the financial services arena with over 100 years of combined experience. We pride ourselves in creating and maintaining loyal relationships with our clients, associates, and employees.

If you are interested in joining a dynamic family-oriented team focused on providing tailored solutions that guide our clients to protect their lifestyle and create a financial legacy that they will be proud of.

We are looking for an Advisor Support Associate who will contribute to our Firms success by providing value-added sales and client service support to help us grow our business.

**What you will do**:

- Provide a high level of defined administrative services and support.
- Provide outstanding customer service and support by putting the customer first.
- Contribute as part of a high functioning operations team committed to the success of our partners.
- Provide professional, knowledgeable sales and service support to help our partners to conserve and grow the business of our existing clients and their families.
- Following specific administrative processes.
- Maintain and ensure compliance standards are met.
- Able to take on special projects, as required.
- Offer general support and coverage to peers as required.

**What you will bring**:

- Post-Secondary education or business-related field preferred.
- Proficient in using E-mail, Word, Excel, and a high aptitude for learning new technology.
- Effective communication skills, both written and verbal, responding promptly to requests; effective telephone techniques; tact, courtesy, and patience.
- Adaptable to change, with an understanding of the need to quickly change priorities and respond in a positive manner.
- Demonstrated proactive approach, showing initiative toward process improvement and individual development.
- Ability to prioritize multiple tasks and work effectively with continuous interruptions.
- Strong problem-solving skills and can-do attitude.
- Establish and maintain positive working relationships with others.

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