Financial Advisor Assistant

2 days ago

Stoney Creek, Ontario, Canada Anchor Group Financial Inc Full time $30,000 - $40,000 per year

The Financial Advisor's Assistant provides administrative, client service, and operational support to one or more financial advisors. This role ensures the smooth day-to-day functioning of client accounts, assists in preparing financial reports and documentation, and helps maintain strong client relationships through exceptional service and attention to detail.

Key Responsibilities

Client Support & Communication

  • Serve as the primary point of contact for clients regarding account updates, documentation, and scheduling.
  • Assist in responding to client inquiries promptly and professionally.
  • Coordinate client meetings, prepare agendas, and follow up on action items.
  • Maintain and update client information in CRM systems and databases.

Administrative & Operational Support

  • Process account openings, transfers, and other client transactions accurately and efficiently.
  • Prepare financial reports, proposals, and review materials for client meetings.
  • Track deadlines, compliance requirements, and documentation to ensure timely completion.
  • Assist with scheduling, calendar management, and other administrative duties as needed.

Advisor Support

  • Support financial advisors with research, data gathering, and preparation for client presentations.
  • Help monitor clients' investment portfolios, insurance policies, and financial plans under the advisor's guidance.
  • Generate and distribute client communications, newsletters, and updates.

Compliance & Recordkeeping

  • Ensure all documentation and client files meet regulatory and compliance standards.
  • Maintain confidentiality of sensitive client and firm information.
  • Assist with audit preparation and compliance reporting as required.

Qualifications

Skills & Competencies

  • Strong organizational and time-management skills with attention to detail.
  • Excellent verbal and written communication abilities.
  • Proficiency with Microsoft Office Suite (Excel, Word, Outlook, PowerPoint) and CRM systems.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Professional demeanor, discretion, and client-focused attitude.

Job Type: Part-time

Pay: $30,000.00-$40,000.00 per year

Expected hours: 21 per week

Benefits:

  • On-site parking

Work Location: In person

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