Client Relations/office Manager
1 day ago
**Position: Client Relations/Office Manager**
Company: Assante Wealth Management
Location: London, Ontario
Do you want to make a difference in the lives of others? We are looking for an **Client Relations/Office Manager** who is dynamic, collaborative and passionate about client service, team operations and growing the business together.
Assante Wealth Management is a well-established firm providing exceptional and trusted wealth planning advice to discerning clients. The Client Relations/Office Manager is a key member of the team who will provide outstanding support to clients. They will also oversee administrative support while ensuring the office runs smoothly.
This is a fantastic long-term opportunity to learn the financial planning business, grow your skills, and join an evolving business. If you are looking for a long-term career in financial services with the opportunity to grow, this position is for you.
**Our Ask**:
- 2-3 years of experience in a similar client relations and/or office role
- 2 years of experience in the financial services or related industry
- Completed courses in the financial industry are considered an asset.
**We are looking for an someone who**:
- Is seeking a career that supports personal and professional development and rewards reliability and commitment
- Will build long term client relationships based on trust and transparency
- Will value accountability and seek growth in the role commensurate with experience and development
- Will work closely and collaboratively with colleagues with a shared focus on delivering exceptional and seamless client service
- Foster a positive atmosphere and build team culture
- Has proven written and verbal communication skills
- Values attention to detail, time management and event planning
- Is competent with technology
- Post-secondary education and experience are an asset
**Responsibilities**:
- Manage advisors’ calendars and scheduling all client meetings
- Communicate meeting details to those involved
- Prepare paperwork and processing of account opening, executing trades, transfers, and follow up on execution
- Collaborate with advisory team to maintain dynamic, relevant processes
- Will monitor the compliance process while ensuring all standards are met
- Answering phones and providing outstanding customer service
- Client Service Calls - follow up with clients to abreast of any changes personally and financially
- Greet clients
- Organize workshops/events
- Communicate with clients & other professionals such as lawyers and accountants
- Perform other duties as needed
- Maintain accuracy, confidentiality, privacy, and integrity at all times
**Why Us?**
- Engaging & supportive team dynamic
- Training & development opportunities with a tuition reimbursement program
- Opportunity to grow
- Flexibility and Autonomy
- Competitive compensation of $55, 000 - $65, 000 (depending on experience)
- Health & dental benefits
- RRSP Matching Program after 1 year
- $500 annual personal benefit
- Free parking downtown London
Ladder HR Solutions proudly serves companies across Canada. Our team are specialists in their areas of interest. Our passion is HR.
**Salary**: $55,000.00-$65,000.00 per year
**Benefits**:
- Dental care
- Extended health care
- On-site parking
- RRSP match
- Tuition reimbursement
Schedule:
- 8 hour shift
**Experience**:
- financial background: 1 year (preferred)
- client relations: 2 years (preferred)
Work Location: One location
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