Financial Administrative Assistant

3 weeks ago

markham, Canada Visconti Financial Group Full time

Who is Visconti Financial Group Inc?

Visconti Financial Group Inc is a Financial Planning practice located in Markham, Ontario with over 16 years of industry expertise providing holistic financial planning solutions to young families, professionals, business owners, pre retirees and retirees. Services range from Retirement Income Planning, Portfolio management, Estate planning, Tax planning and Insurance solutions. Anthony Visconti, Visconti Financial Group Inc, is Licensed by Quadrus Investment Services Ltd, mutual fund dealer of Canada Life, for mutual funds and Canada Life for the sale of life and health insurance products.

 

 Title: Administrative Assistant


Key Responsibilities:

Managing the owners’ schedule

·      Co-ordinate client meetings and contacts using Customer Relationship Management system.

·      Set them up for success in their daily activities by strategically managing access to their time and attention.

·      Proactively manage calendar and remain flexible to multiple changes.

·      Provide high-quality support while anticipating needs.

·      Set up client meetings and organize materials.

·      Provide rock solid general administrative support (managing emails, ordering supplies, mail).

 

Company strategy and growth

·      Work closely with owner to prioritize important projects, provide frequent updates, and ensure completion.

·      Work collaboratively with suppliers from investment dealer, mutual fund companies and insurance carriers to ensure efficient and accurate workflow.

·      Prioritize clients and situations in need of attention.

·      Troubleshoot and anticipate needs.

·      Process investment account applications, transfers and trades efficiently with accuracy and consistency. The ability to focus and a strong attention to detail are of utmost importance. 

·      Adherence to a strict code of confidentiality.

 

Building and managing relationships with clients

·      Provide direction, advice, information, support, and confidence to the owner through ongoing communication and reporting.

·      Project a professional and supportive image to all clients.

·      Follow up with clients and contacts by telephone and email.

·      Act as liaison between suppliers, owner, and clients (set up and confirm appointments, review meeting notes, contract follow-up)

·      Enter and maintain information in our databases on an ongoing basis.


Talents and Experience Required:

·      You have a university or college degree.

·      You take pride in completing work accurately and have a very strong attention to detail in task completion.

·      Excellent telephone skills, with previous experience an asset.

·      Proficient and confident with the use of programs such as Microsoft Windows including - Office, Excel, Word, Teams, along with Zoom and Adobe.

·      Excellent ability to communicate in English both verbally and written.

·      Previous experience working in the financial services industry is not required but would definitely be considered an asset.

·      You have an entrepreneurial spirit—you love to embrace new opportunities and make things happen and thrive in a fast-paced, constantly evolving environment.

·      You are confident, intelligent, dedicated, and focused on making improvements and reaching out for new solutions.

·      You are adaptable and flexible and embrace the use of technology.

·      You are proactive and resourceful—you take the initiative to ask, learn, and make things happen.

·      You are a detail-oriented planner—you look ahead and stay on top of things.

·      You have an ability to see “the big picture” while staying aligned with company goals and objectives.

·      You are personable, energetic, and fun to work with.

·      You can handle multiple requests, prioritize, and respond quickly and efficiently.

 

Compensation:

·      Base salary $60,000

·      Results-based personal bonus

·      Paid vacation

·      Health spending account

 

Working Schedule:

·      9am to 4pm, Monday to Friday

·      Work location will be primarily in office with the possibility for a hybrid work schedule in the future.

 


If you think this position is a right-fit for you, please send your résumé to info@viscontifinancial.ca

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, or disabled status, or genetic information. We thank all applicants; however, only those candidates selected for an interview will be contacted

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