Private User
Administrative Assistant
Description
Job Description:Company and Job Description About the Role: We are looking for a proactive, organized and experienced administrative support / office management professional who loves working with clients and numbers. Our ideal candidate prefers a small entrepreneurial team (versus a big corporation) where independence, responsibility and individual contributions are valued and where you have the opportunity to make a meaningful impact in the lives of clients. This role is a permanent full-time position supporting two advisors in our financial services practice. About Us: We are independent financial advisors who pride ourselves on being different than the big financial institutions. We take the time to truly know and understand our clients and focus on helping them achieve their goals – not corporate sales targets. We take a holistic approach to wealth management and collaborate with our clients’ other advisors to ensure we provide comprehensive financial solutions. Our services include investment management, life and accident and sickness insurance, retirement planning, business succession planning, wealth transfer, estate planning and tax planning. Key Accountabilities and ResponsibilitiesResponsible for implementing action items requested by Advisors. Takes ownership of achieving objectives; proactively tracks status; identifies and resolves issues and coordinates with fund/insurance companies as necessary.Execute trades, transfers and other account changes in back-office systems. Monitor all to ensure accuracy and completion.Schedule follow-ups in CRM system and proactively monitorCoordinate with Advisors to plan and schedule client meetings; prepare associated client files and documentationObtain quotations and other information from insurance companiesDocument interactions regarding client accounts in CRM systemGeneral reception duties (answering phones, taking messages etc.)Other duties as required QualificationsPost-secondary education: business administration, economics or similar (or equivalent experience)Completion of the Canadian Investment Funds Course (CIFC), Canadian Securities Course (CSC) or Life License Qualification Program (LLQP) is a strong asset. Applicants who have not completed these courses will be considered but will be required, after a reasonable period of training and on-boarding, to complete the CIFC or CSC course and become registered as a licensed assistant. We will cover associated educational costs (tuition, books, registration) and licensing fees.Legally eligible to work in Canada Skills and ExperienceFive years of administrative support experience. Strong preference for financial services or other professional settings (accounting, bookkeeping etc.).Exceptional organization, attention to detail and file tracking skillsTakes personal responsibility to achieve outcomes and identify/resolve issuesStrong “math mindset”: able to easily understand and calculate trade amounts; track and balance all trades and transfersMaintains focus and productivity despite frequent interruptions (phone, drop-ins)Effectively manages time to ensure completion within regulatory timelinesProficient in Microsoft Office: especially Excel (formulas, sorting/filtering)Experience with the following software an asset (but willing to train): Univeris (or other trading software); Salesforce.com or other CRM software; Morningstar Advisor Workstation; PPI Toolkit (or other insurance quotation software). Work ConditionsStart date: 01-February-2023 (position is in-office /on-site)Pay range of $19 - $26 per hour (annualized salary) will be commensurate with qualifications and prior relevant experience. We also offer a benefits package (or pay in lieu where benefits are not required).Work hours are typically 8:00 a.m. to 4:00 p.m. Monday-Friday Parking pass will be provided upon retirement of incumbent. Until then, parking will be reimbursed up-to $90 / monthPrimarily desk/computer work; requires long periods of sittingLimited local travel to make bank deposits, go to post-office etc.We value the health and safety of our employees and clients. Any offer of employment will be contingent upon the successful candidate adhering to our health and safety (including Covid-19) policies and procedures. Other Considerations and RequirementsReferences requiredPrioritized candidate(s) must agree to and successfully pass a Criminal Record and Judicial Matters Check prior to any offer being made. The cost associated with this check shall be paid directly by us. Please submit your resume and cover letter to Taylor Warden. We thank all applicants that apply, however only those applicants selected for an interview will be contacted. Job ID: 7503017
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Warden Financial
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Warden Financial
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- Job type: Full-Time
- Company: Warden Financial
Private User
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Category:
jobs | other
2023-01-14