Administrative Assistant

7 days ago

North York, Canada Russel Wealth Planning Group Full time

**BRIEF INTRODUCTION**

As an Administrative Assistant, you will be responsible for providing administrative support to two financial advisors.

**IS THIS ROLE RIGHT FOR YOU**
In the role you will:

- Work with digital platforms, to manage new and existing client relationships
- Deliver and record client communications, documentation, and transactions
- Process client requests, account transfers, deposits, withdrawals, payments, requests for tax receipts, and account reporting
- Respond to client inquiries and issues in a timely manner
- Prepare pre and post client meeting reports and presentation documents
- Maintain confidentiality of sensitive information
- Provide excellent phone etiquette and customer service
- Assist with organizing and coordinating meetings and events
- Perform other administrative duties as assigned.

**DO YOU HAVE THE SKILLS**
We would love to work with you if you have:

- Experience in the securities and/or insurance industry.
- Licensing for securities and/or insurance would be considered valuable
- Excellent verbal and written communication skills
- Strong organizational skills
- Ability to take initiative, work independently, and meet deadlines
- Attention to detail and excellent time management skills
- Ability to follow up on assigned work and solve problems independently
- Exceptional client service skills.

**WHAT'S IN IT FOR YOU**
- You will build valuable skills to advance your career in the financial services industry
- You will build an excellent foundation to pursue a role as an independent advisor should you choose this path
- The team skills you will learn are transferable to any industry
- An inclusive working environment that encourages creativity, curiosity, collaboration, and celebrates success
- The opportunity to learn the systems and procedures involved in financial management
- The opportunity to make a real difference to people’s financial futures
- Learning and Development - free access to develop your skills and network with other, administrators through Assante conferences and training.

**Our Branch Location: 245 Fairview Mall Dr. Suite 408, North York, ON, M2J 4T1**

NOTE: This is an in-office position only.

**Compensation**
- The base salary range is $55,000 to $65,000
- Three weeks holiday
- Two additional recreational days off to be taken one day in July and August
- A day off on your birthday
- Group benefits provided after the probationary period is completed.

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

Pay: $55,000.00-$65,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- On-site parking
- Paid time off

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- Administrative: 2 years (preferred)

Work Location: In person

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