We are currently hiring a full time Financial Planner Assistant to provide professional and specialized administrative services and support, as well as play an active role in a growing business.

This highly motivated individual will be responsible for financial administrative and customer service support, to a Wealth Management Advisor and high net worth clients. This support includes:

- Processing investment and insurance transactions/paperwork.

- Managing a diligent follow up system for all processing.

- Word processing of all correspondence.

- Maintaining meticulous client files, databases and inputting.

- Report preparation and research for client meetings.

- Schedule and confirm all appointments for advisor.

- Providing sales support such as preparing expense reports, mailers, arranging webinars.

- Research and resolve all processing and customer service enquiries with expedience.

- Ensuring Firm compliance standards are upheld and met.

- Format and assemble client deliverables, ensuring a high level of attention to detail.

- Overseeing all incoming communications and internal correspondence.

- Act as a representative and liaison for the Financial Advisor.

- Building strong client relationships.

QUALIFICATIONS REQUIRED:

• University or College degree.

• Minimum 5 full years of prior experience in a similar role at a financial services firm. Preference given to experience assisting a financial planner.

• Excellent verbal and interpersonal skills, and mature attitude.

• Strong writing skills. Ability to create concise, clear and grammatically correct correspondence.

• Must have strong mathematical aptitude.

• Keen eye for accuracy and exceptional attention to detail.

• Very good working knowledge of Excel and Word, and have had experience with related industry systems.

• Professional, well presented, with a strong customer service focus.

• Exceptional administrative, time management, and problem solving skills.

• Ability to operate independently with minimal supervision.

• Proven self starter who takes initiative and works with integrity.

• Preference given to candidates having IFIC Funds Course or CSC.

BENEFITS OF WORKING WITH US:

- Opportunity to grow with the practice and grow in your responsibilities.

- Competitive compensation and comprehensive benefits program.

- Positive culture where team members are valued and respected.

- Collaborative team environment.