Financial Planning Office Administrator

2 days ago

Stratford, Canada Nesbitt Financial Strategies Inc. Full time

**Job Title: Financial Planning Office Administrator**
**Location**: Stratford, Ontario
**Employment Type**: Part-Time (with potential option to transition to Full-Time or remain Part-Time)
**Schedule**: Flexible hours based on office needs and employee preferences

**About Us**:
We are a family-run, long-standing financial planning office with deep roots in our community. We pride ourselves on providing personalized financial advice and support to individuals, families, and businesses. Our team is dedicated to building meaningful relationships with clients while offering a welcoming and supportive work environment.

**Position Overview: Our office is growing and we are looking to grow our team. We strive for a low stress work environment, where everyone can achieve their goals.**
- Currently working in the financial services industry, and looking for less pressure, no sales goals, or a more flexible schedule.
- Just starting out in the financial services industry and looking to learn, with potential for advancement.
- Administrator or executive assistant in a different industry.
- Someone in a full time role looking to spend less time working and more time with family.
- Someone looking to enter the re-enter the workforce after parental leave.

**Responsibilities**:

- Provide administrative support to the financial planning team.
- Manage client scheduling, appointments, and communications.
- Organize and maintain client files and documents, ensuring confidentiality and accuracy.
- Assist in preparing financial reports, presentations, and other documents as needed.
- Help coordinate office operations and maintain office supplies and equipment.
- Other duties as required to support the team and ensure smooth office operations.

**Requirements**:

- Strong organizational and time management skills.
- Ability to handle multiple tasks and prioritize effectively.
- Excellent communication skills, both written and verbal.
- Proficiency in office software (e.g., Microsoft Office, etc.).
- A professional and friendly demeanor, with a strong customer service focus.
- Discretion and confidentiality when handling sensitive information.
- Previous administrative experience, preferably in a financial planning or related field would be an asset.
- Possess a willingness to learn.
- Is a flexible thinker, and effective problem solver.
- Is comfortable working both independently and as part of a team.
- Is flexible, reliable, and proactive in managing office tasks.

**Why Join Us?**
- Family-oriented and supportive work environment.
- Potential for flexible hours and work arrangements.
- Opportunity to grow within the company and transition to full-time or remain part time.
- Bonus structure based on office profitability.
- Paid time off for vacation/personal days.
- Full time position comes with a health spending account.
- A role that offers variety and the chance to make an impact in the community.

We look forward to hearing from you

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

Pay: $20.00-$25.00 per hour

Expected hours: 20 per week

Additional pay:

- Bonus pay

**Benefits**:

- Paid time off

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

**Language**:

- English (preferred)

Work Location: In person

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