Financial Planning Office Administrator

at  Nesbitt Financial Strategies Inc

JOB TITLE: FINANCIAL PLANNING OFFICE ADMINISTRATOR

Location: Stratford, Ontario
Employment Type: Part-Time (with potential option to transition to Full-Time or remain Part-Time)
Schedule: Flexible hours based on office needs and employee preferences

ABOUT US:

We are a family-run, long-standing financial planning office with deep roots in our community. We pride ourselves on providing personalized financial advice and support to individuals, families, and businesses. Our team is dedicated to building meaningful relationships with clients while offering a welcoming and supportive work environment.

POSITION OVERVIEW: OUR OFFICE IS GROWING AND WE ARE LOOKING TO GROW OUR TEAM. WE STRIVE FOR A LOW STRESS WORK ENVIRONMENT, WHERE EVERYONE CAN ACHIEVE THEIR GOALS.

We are seeking a reliable and organized Financial Planning Office Administrator to join our team. This part-time role is ideal for someone who is kind, organised, adaptable, and has the ability to work within an ever changing wealth management landscape. As our office is growing, the position could evolve into a full-time opportunity based on the candidate’s skills, experience, and preferences.

THIS POSITION COULD SUPPORT A CANDIDATE WITH MANY DIFFERENT TYPES OF SKILLS AND GOALS. FOR EXAMPLE:

• Currently working in the financial services industry, and looking for less pressure, no sales goals, or a more flexible schedule.
• Just starting out in the financial services industry and looking to learn, with potential for advancement.
• Administrator or executive assistant in a different industry.
• Someone in a full time role looking to spend less time working and more time with family.
• Someone looking to enter the re-enter the workforce after parental leave.

REQUIREMENTS:

• Strong organizational and time management skills.
• Ability to handle multiple tasks and prioritize effectively.
• Excellent communication skills, both written and verbal.
• Proficiency in office software (e.g., Microsoft Office, etc.).
• A professional and friendly demeanor, with a strong customer service focus.
• Discretion and confidentiality when handling sensitive information.
• Previous administrative experience, preferably in a financial planning or related field would be an asset.

• Provide administrative support to the financial planning team.
• Manage client scheduling, appointments, and communications.
• Handle office correspondence, including emails, phone calls, and mail.
• Organize and maintain client files and documents, ensuring confidentiality and accuracy.
• Assist in preparing financial reports, presentations, and other documents as needed.
• Help coordinate office operations and maintain office supplies and equipment.
• Other duties as required to support the team and ensure smooth office operations.