Financial Administrative Assistant, Licensed

at  Assante Wealth Management

Assante Wealth Management is one of Canada’s largest professional services firms in the financial industry. Assante is a leader in delivering integrated wealth management solutions to Canadians. We offer a comprehensive suite of services that includes risk management, estate planning, tax planning as well as investment planning.
We are currently hiring a full time Financial Administrative Assistant to provide professional and specialized administrative services and support, as well as play an active role in a growing business.
This highly motivated individual will be responsible for financial administrative and customer service support, to a Wealth Management Advisor and high net worth clients. This support includes:
- Processing investment and insurance transactions/paperwork.
- Managing a diligent follow up system for all processing.
- Word processing of all correspondence.
- Maintaining meticulous client files, databases and inputting.
- Report preparation and research for client meetings.
- Schedule and confirm all appointments for advisor.
- Providing sales support such as preparing expense reports, mailers, arranging webinars.
- Research and resolve all processing and customer service enquiries with expedience.
- Ensuring Firm compliance standards are upheld and met.
- Format and assemble client deliverables, ensuring a high level of attention to detail.
- Overseeing all incoming communications and internal correspondence.
- Act as a representative and liaison for the Financial Advisor.
- Building strong client relationships.

QUALIFICATIONS REQUIRED:

• University or College degree.
• Minimum 5 full years of prior experience in a similar role at a financial services firm. Preference given to experience assisting a financial planner.
• Excellent verbal and interpersonal skills, and mature attitude.
• Strong writing skills. Ability to create concise, clear and grammatically correct correspondence.
• Must have strong mathematical aptitude.
• Keen eye for accuracy and exceptional attention to detail.
• Very good working knowledge of Excel and Word, and have had experience with related industry systems.
• Professional, well presented, with a strong customer service focus.
• Exceptional administrative, time management, and problem solving skills.
• Ability to operate independently with minimal supervision.
• Proven self starter who takes initiative and works with integrity.
• Preference given to candidates having IFIC Funds Course or CSC.

Please refer the Job description for details