Investment Advisor Assistant & Front office administrator

at  The RaeLipskie Partnership

JOIN THE RAELIPSKIE PARTNERSHIP - A LEADING INVESTMENT COUNSEL FIRM IN SOUTHWESTERN ONTARIO

The RaeLipskie Partnership is proud to be one of the largest, non-bank-owned investment counsel firms in Southwestern Ontario. For over 30 years, we’ve been creating and managing customized portfolios of stocks and bonds, focusing on achieving our clients’ unique investment goals. Our client-first philosophy ensures we listen attentively and apply our extensive experience to serve our clients effectively.

POSITION: ADVISOR ASSISTANT/FRONT OFFICE ADMINISTRATOR (FULL-TIME, IN-OFFICE)

We are seeking a dedicated and professional Advisor Assistant/Front Office Administrator to join our dynamic team. This role is pivotal in supporting our investment advisors and managing front-office operations. You’ll become part of a friendly, client-focused, and professional environment where your contributions are valued. We offer a competitive compensation package, including benefits.

QUALIFICATIONS:

• Completion or active pursuit of the Canadian Securities Course (CSC).
• Strong understanding of stocks, bonds, their role in investment portfolios, and trading processes (Note: We are not a mutual fund dealer).
• Familiarity with various Canadian investment account types.
• Proficiency in the Microsoft Office Suite (Outlook, Word, Excel, Teams, PowerPoint).
• Experience with Client Relationship Management (CRM) systems or databases.
• Exceptional organizational and time management skills, is forward thinking with a proven ability to complete tasks efficiently.
• Excellent customer relations, administrative, and problem-solving skills.
• Professional appearance, friendly demeanor, and a strong work ethic.
  If you are passionate about providing exceptional support and thrive in a professional, client-focused environment, we invite you to apply. Please submit your resume and a cover letter detailing your interest and how you fit within our company to Sheila@raelipskie.com. Include “Resume, CSA - [Your Name]” in the subject line.
  Job Types: Full-time, Permanent
  Pay: $40,000.00-$50,000.00 per year

Benefits:

• Dental care
• Extended health care
• Life insurance
• RRSP match

Schedule:

• Monday to Friday

Application question(s):

• Do you have investment industry experience?

Education:

• Secondary School (required)

Experience:

• Front desk: 1 year (preferred)
• Administrative experience: 1 year (preferred)

Work Location: In person
Expected start date: 2025-02-0

• Client Care & Support: Assist investment advisors by managing account openings, processing transfers, generating reports, preparing for client meetings, and maintaining data accuracy.
• Front Office Administration Support: Handle reception duties, schedule meetings, greet clients, and provide general administrative support.
• Team Collaboration: Work seamlessly as part of our existing administrative team to ensure smooth operations.