Financial Services Assistant

KB Financial Solutions is a growing financial advisory firm specializing in personalized financial planning, mortgage solutions, and insurance services. We are dedicated to helping high-income professionals, business owners, and families achieve their financial goals through tailored solutions and expert guidance.

We are seeking a Financial Services Assistant to join our team on a part-time basis. This role is perfect for someone who is highly organized, detail-oriented, and passionate about supporting financial operations in a client-focused environment.

Key Responsibilities

1. Client Support and Administration
- Serve as the first point of contact for client inquiries, providing prompt and professional responses.
- Assist in onboarding new clients by gathering and organizing required documentation.
- Prepare and organize materials for client meetings, such as financial summaries, reports, and presentations.

2. Financial Data Management
- Assist in compiling and analyzing financial data to support the creation of personalized financial plans.
- Maintain accurate and up-to-date records of client portfolios and key financial metrics.
- Generate periodic client reports to track progress and identify opportunities for improvement.

3. Operational and Administrative Tasks
- Manage and update client information in the CRM system to ensure data accuracy and compliance.
- Schedule client meetings and maintain the advisor’s calendar to optimize workflow.
- Monitor and report on business performance metrics for internal planning.

4. Marketing and Business Development Support
- Help organize and promote workshops, webinars, and client events.
- Conduct market research to identify trends and opportunities for expanding services.

5. Compliance and Confidentiality
- Ensure all activities adhere to industry regulations and internal policies.
- Handle sensitive client information with the utmost confidentiality and professionalism.

What You Bring
- Education:
Diploma or degree in finance, business administration, accounting, or a related field (or currently pursuing).
- Experience:

- 1-2 years of experience in a financial services, client service, or administrative role is preferred.
- Skills:

- Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint).
- Experience with CRM systems (e.g., Wealthbox, HubSpot, or Redtail) is an asset.
- Strong analytical, organizational, and time management skills.
- Excellent verbal and written communication skills.
- Attributes:

- Detail-oriented with a strong ability to manage multiple tasks.
- A client-focused mindset with excellent interpersonal skills.
- Self-motivated and capable of working independently.

Why Join KB Financial Solutions?
- Flexible part-time hours to fit your schedule.
- Gain hands-on experience in financial planning, mortgages, and insurance services.
- Opportunity to work closely with an experienced advisor and learn the financial services industry.
- Be part of a supportive and collaborative team environment with growth opportunities.

Compensation
- Competitive hourly rate based on experience.
- Opportunities for performance-based bonuses and incentives.

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

Pay: From $18.80 per hour

Expected hours: 10 - 25 per week

Additional pay:

- Commission pay

**Benefits**:

- Flexible schedule
- Profit sharing
- Work from home

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday
- Weekends as needed

**Experience**:

- Financial services: 1 year (required)

Licence/Certification:

- CSC (preferred)

Work Location: Hybrid remote in North York, ON M9M 2P4