OVERVIEW

Do you have a Mutual Funds License, or are willing to obtain one? Do you have 1-3 years’ experience in an administrative role? Do you have experience in personal finance and working in the financial services industry? Do you have a good understanding of financial terminology? Are you looking to join a small, close-knit and supportive team?
While it is not a requirement, this position offers the potential to evolve into an advisory capacity over time, for the right candidate.
If this is you, then our Mutual Funds Licensed Assistant position might be right for you.
About us:
LuminWay Finanical is dedicated to the needs of our clients. Our philosophy is simple - to help clients create financial well-being while reducing the complexity and stress surrounding their finances. We are driven by strong values of honesty, integrity, and the value of every person, and a commitment to provide a very high level of service, which results in confidence, and peace of mind for our clients and their families.
At LuminWay work/life balance is encouraged and respected, this position is hybrid and offers flexible hours to work around life commitments.
What we are looking for:
We are looking for a licensed assistant on a permanent, full time basis. This is a client-facing role, and we are looking for someone who truly enjoys communicating with clients, someone who is a self-starter and able to work independently with minimal supervision; we do not micromanage here, we place trust in our employees and respect their abilities.
To be successful in this role, a financial background is necessary. You will need good verbal and written skills, and must have strong administrative, problem-solving and customer relations skills. We are looking for someone with a strong work ethic, who is detailed, has excellent organizational and time management skills and can maintain a positive, proactive client service focus while working in a busy, professional environment.

Job Responsibilities (this is not an exhaustive list):

• First point of contact for clients, providing excellent customer service both in person and over the phone.
• Prepare materials and financial reports for client meetings
• Complete meeting follow-up activities such as preparing paperwork, sending documents, and tracking tasks for completion
• Handle client account administration, including client queries and requests
• Maintain and track GICs as well as assist clients with trades
• Responsible for account administration, documentation and order entry
• Responsible for ensuring all databases are updated and maintained

Skills/Experience:

• 1-3 years’ administration experience
• Minimum of 1 year’s customer service experience
• Ability to handle many tasks at once and stay extremely organized
• Flexible and adaptable mindset, embraces change
• Ability to maintain the highest level of confidentiality.
• Highly proficient with Microsoft office suite, and able to quickly learn new systems
• Excellent verbal and written communication.
• Advanced organizational skills specifically around calendar management, scheduling, and the ability to organize, plan, and schedule activities.

What you can expect from us:

• 2 weeks vacation plus 8 paid personal days

• First point of contact for clients, providing excellent customer service both in person and over the phone.
• Prepare materials and financial reports for client meetings
• Complete meeting follow-up activities such as preparing paperwork, sending documents, and tracking tasks for completion
• Handle client account administration, including client queries and requests
• Maintain and track GICs as well as assist clients with trades
• Responsible for account administration, documentation and order entry
• Responsible for ensuring all databases are updated and maintaine