ABOUT US:

We are a dynamic financial planning team dedicated to providing personalized financial solutions to our clients. Our team is committed to excellence, integrity, and continuous growth. We offer a supportive work environment with opportunities for career advancement.

QUALIFICATIONS:

· Post-secondary education in business or related field preferred.
· Experience in the investment or insurance industry is preferred.

· Provide administrative support to financial planners and other team members.
· Manage client communications, including scheduling appointments and responding to inquiries.
· Prepare and organize financial documents, reports, and presentations.
· Maintain and update client records and databases.
· Assist with the coordination of meetings, events, and travel arrangements.
· Perform general office duties such as filing, photocopying, and ordering supplies.
· Support the team in various projects and tasks as needed.