Marketing Associate

3 days ago

Parry Sound, Canada Sound Wealth Financial Inc. Full time

About Us

We are a dedicated financial advisory firm in Parry Sound, Ontario, consisting of three experienced advisors committed to helping our clients achieve their financial goals. As a recent recipient of three local awards, we pride ourselves on our high level of service, expertise, and community presence. We’re looking for a detail-oriented Marketing Associate to join our team and help streamline our operations.

Position Overview:
The Marketing Associate will play a crucial role in supporting our team by managing daily administrative tasks, coordinating client communications, and ensuring efficient workflow across the office. This role requires strong organizational skills, professionalism, and the ability to handle sensitive financial information discreetly.

Key Responsibilities:

- Client Coordination & Communication:

- Schedule client meetings, prepare necessary documentation, and manage follow-ups.
- Maintain a professional and welcoming atmosphere for clients visiting the office.
- Document Management & Record Keeping:

- Organize, manage, and maintain client files, ensuring accuracy and compliance.
- Handle confidential financial documents with discretion and adhere to privacy standards.
- Prepare documents for client meetings and organize them post-meeting.
- Administrative Support:

- Prepare and process paperwork for account openings, transfers, and other financial transactions as directed by advisors.
- Data Entry & Reporting:

- Input and update client information in CRM systems and databases.
- Event & Marketing Support:

- Assist with the coordination of client events and any marketing initiatives, such as newsletters, client appreciation events, or community outreach.

**Requirements**:

- Proven experience in an administrative role, ideally within financial services or a related field.
- Strong organizational and time-management skills with attention to detail.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM software is a plus.
- Ability to handle confidential information with integrity and professionalism.
- Hold a mutual fund designation is an asset.

**Benefits**:

- Competitive salary based on experience.
- Health Spending Account.
- Growth potential within the firm.

**Job Type**: Part-time

Pay: $21.00-$25.00 per hour

Expected hours: 15 per week

Additional pay:

- Bonus pay

Schedule:

- Monday to Friday

Work Location: In person

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