Financial Administrative Assistant Jobs

An established and growing financial planning practice is seeking a Financial Administrative Assistant to join their team. This is an opportunity for a career-oriented individual who wishes to leverage their existing financial background and grow their transferable skills within the branch. The successful candidate will need to collaborate with Advisors, Clients, and various other Stakeholders. This position requires strong written and verbal communication skills, attention to detail, the ability to prioritize effectively and a passion for delivering outstanding client service.

Responsibilities

• Assist financial advisors with the servicing of new and existing client accounts
• Manage and maintain digital branch and client management records
• Liaise and assist with various stakeholders, including 3rd party lawyers and accountants
• Execute various marketing and business development initiatives, such as Market update newsletters
• Execute and ensure proper settlement of client trades in accordance with Investment Advisor's instructions
• Prepare simple to complex tax returns for individuals (training can be provided)
• Maintain up to date knowledge of securities, mutual funds, and insurance industry
• Assist the advisors in preparing accurate documentation including new account applications, client review materials, presentations, correspondence, and various summary reports
• Assist in the preparation of client portfolio and insurance reviews
• Engage with clients on a regular basis by phone and email to provide excellent client service on behalf of the branch

Qualifications

• Additional financial courses, credits/or licensing within the financial services industry is an asset
• Post-secondary education in Business or Finance is preferred
• Working knowledge of Box, Salesforce, DocuSign, Tax Software is considered an asset.
• Proficiency in Microsoft Office, including Excel, PowerPoint, Word, Outlook
• CSC course certified
• 5+ years of relevant financial/business/customer service experience
• Working knowledge of investment products and plans is required

Knowledge, Skills And Abilities

Prioritization - Ability to take direction and work concurrently with various stakeholders.

Prioritization - Ability to determine priorities and communicate anticipated completion times.

Communication - Strong and professional verbal and written communication skills

Client service focus - Maintain a professional and client service-driven approach, going above and beyond for our clients

Proactive - Actively take on responsibilities and solution orientated

Team oriented - Helpful, encouraging, and supportive. Focus on collaboration and team success

Precision - Ability to maintain a high level of accuracy and strong attention to detail

Hours of work are Monday to Friday 8:30 am to 5:00 pm. Salary to be determined based on experience. RRSP match, Health and Dental benefits available after 3 months.