Advisor- Administrative Assistant

5 days ago

Hamilton, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

**Part Time Administrative Assistant**

You will act with the utmost confidentiality when organizing, coordinating, and providing administrative support to the Advisor. You are a detail-oriented, organized, and self-motivated individual who is competent in prioritizing tasks and working with little supervision. You will create meaningful relationships with our clients by paying attention to ‘the little things’ that make a client experience exceptional. Position is Part Time, Flexible work times, work from home and office.

**Qualifications**
- Positive attitude, exceptional people skills, interpersonal and communication
- Great attention to detail, ability to prioritize and work to deadlines
- Effective multi-tasker, flexible and adept at handling fluctuating workloads
- Professional integrity and commitment
- Highly adaptable, agile and poised when faced with change and/or ambiguity
- Previous success in an administrative role; preferably in a financial services sector
- Excellent computer skills and a high proficiency with a variety of computer software programs including, Microsoft Word, Excel, experience using a CRM tool, and various social media platforms

**Responsibilities**
- Providing administrative support to the Advisor and their clientele in a professional manner
- Product company interaction; various insurance companies and investment/mutual fund dealers
- Data entry, problem resolution, transaction follow up, generating reports as required
- Presentation preparation and marketing support
- Preparing and maintaining electronic and/or paper files and records

  • Administrative Assistant

    2 weeks ago

    Hamilton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Administrative Assistant

    5 days ago

    Hamilton, Ontario, Canada Mandeville Private Client Inc. Full time

    Company DescriptionMandeville Private Client Inc., a member of the Mandeville group of companies, is committed to delivering exceptional personal service and high-quality financial products. Dedicated to client success, Mandeville adopts a transparent and professional approach to wealth creation, offering traditional investment products alongside private and...

  • Investment Advisor Assistant

    4 weeks ago

    Hamilton, Canada FirstOntario Credit Union Full time

    Investment Advisor Assistant FirstOntario Credit Union, Hamilton, Ontario, Canada Benefits Enhanced mental health benefits through SunLife and TELUS Health Up to $1000 per year towards professional development Pension Plan Company-wide Employee Volunteer program (Blue Wave Program) Employee and Family Assistance Program Position Overview The Investment...

  • Investment Advisor Assistant

    1 week ago

    Hamilton, Ontario, Canada FirstOntario Credit Union Full time

    Why FirstOntario?Competitive compensation packagesEnhanced mental health benefits through SunLife and TELUS HealthExclusive banking benefitsUp to $1000 per year towards professional developmentPension PlanCompany-wide Employee Volunteer program (Blue Wave Program)Employee and Family Assistance ProgramPosition OverviewThe Investment Advisor Assistant partners...

  • Office Administrative Assistant

    2 days ago

    Hamilton, Canada Wayne Nichols Insurance & Financial Services Ltd. Full time

    This is a Part time or Full time position with flexible hours working from our office in Hamilton. Ideal position for a student or an individual looking for part time or full time hours. Favourable compensation - Minimum compensation $19.50 per hour **Administrative Assistant**: Job Purpose **To assist in the servicing of Desjardins products and services...

  • Office Administrative Assistant

    8 hours ago

    Hamilton, Canada Wayne Nichols Insurance & Financial Services Ltd. Full time

    This is a Part time or Full time position with flexible hours working from our office in Hamilton. Ideal position for a student or an individual looking for part time or full time hours. Favourable compensation Salary of $50,000 or $25.00 per hour if PT **Administrative Assistant**: Job Purpose **To assist in the servicing of Desjardins products and...

  • Paraplanner

    2 weeks ago

    Hamilton, Canada Kestra Financial Independent Advisor Full time

    Summary The Paraplanner reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisors. Responsibilities include data gathering, modeling, case design, scenario building, and plan and presentation development. The Paraplanner may participate in client meetings. Essential Duties and Responsibilities Support the Lead...

  • Paraplanner

    3 days ago

    Hamilton, Canada Kestra Financial Independent Advisor Full time

    Summary The Paraplanner reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisors. Responsibilities include data gathering, modeling, case design, scenario building, and plan and presentation development. The Paraplanner may participate in client meetings. Essential Duties and Responsibilities - Support the Lead...

  • Financial Planning Paraplanner — Data, Analysis

    2 weeks ago

    Hamilton, Canada Kestra Financial Independent Advisor Full time

    A financial services firm in Hamilton, Ontario is seeking a Paraplanner to support Lead Advisors by providing technical assistance and client service. The Paraplanner will manage data in financial planning software, prepare for client meetings, and analyze investments. Ideal candidates should have a Bachelor's degree in finance or accounting, along with over...

  • Administrative Support Assistant, Disability

    7 days ago

    Hamilton, Canada Canada Life Assurance Company Full time

    **Job Description**: We are looking for an **Administrative Support Assistant in Hamilton, ON.** The Administrative Support Assistant is responsible for telephone reception and administrative duties for the Disability Management Services Office (DMSO). **What you will do** - Paying Invoice, manage incoming phone call inquiries received on the department...