Administrative Assistant/coordinator

2 weeks ago

Waterloo, Canada Young Financial Group Full time

Do you have experience working in the financial services industry, or a related industry such as legal or insurance? Do you have a Mutual Funds Licence, or are you willing to obtain one? Do you have an understanding of financial terminology, and an interest in learning more? Are you looking to join a small, close-knit, and supportive team?

**About Us**:
At Young Financial Group, we are dedicated to the needs of our clients. We are driven by strong values of honesty, integrity, and a commitment to provide an extremely high level of service to our clients. We care deeply about our clients and our approach to wealth management is centered around long-term relationships, built on a foundation of open communication, education, and transparency.

**What we are looking for**:
This position is 100% in-office and is a client-facing role.

To be successful in this role, you must possess a positive, proactive client service focus, while working in a fast-paced, professional environment. We are looking for someone with a strong work ethic, who is extremely detail-oriented and has exceptional organizational and time management skills. You will require strong verbal and written communication skills, and must have robust administrative, problem-solving and customer relations skills.

We are looking for someone who enjoys communicating with clients, can take initiative and work independently with mínimal supervision.

**Job Responsibilities (this is not an exhaustive list)**:

- Act as the first point of contact, treating clients and suppliers in a professional and courteous manner.
- Prepare initial paperwork for client meetings, followed by processing paperwork and advisor notes once the meeting has been completed. Follow up on paperwork.
- Keep the filing system organized and updated, including weekly paper filing and electronic filing.
- Maintain and keep Equisoft (our Customer Relation Management Software) up-to-date.
- Place trades (purchases, switches or withdrawals) in client investment accounts. Follow up on trades.
- Must hold all client and business-related information in the strictest of confidence and keep up-to-date with compliance issues related to the practice.

**What we offer**:
An in-office position, which will require coverage from 8:30am - 4:30pm during our typical client contact hours. A friendly and supportive work environment that is understanding of personal commitments. We know that family and a work-life balance is important, and we do our best to support our employees with this.

**Compensation**:

- Salary is in the range of $50,000 - $60,000, negotiable depending on licensing

and experience.

**Benefits**:
Benefit package is applicable after successful completion of the 90-day probationary period, and includes:

- Health and Dental coverage (fully paid)
- Life Insurance (fully paid)
- Long Term Disability (employee paid).

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

**Salary**: $50,000.00-$60,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- Paid time off

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Waterloo, ON: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Administrative: 4 years (required)

Work Location: In person

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