Administrative Assistant

Are you a detail-oriented organizer with a passion for personal finances and investing?

Are you looking for a challenging role as a team member for a successful team of Financial Advisors?

If this is you, then you need to apply for our part-time Administrative Assistant / Branch Administrator role at our firm in Kitchener, Ontario.

Mondays through Thursdays from 9:00am until 5:00pm

We provide over 500 families comprehensive Wealth Planning services. This role provides the opportunities of client interaction in person, over the phone and email, as well as Financial Advisor support in the areas of financial administration and business growth.

WHAT YOU WILL DO

• Handling client account transactions, documentation and order entry
• Research information to prepare special reports as required
• Maintaining client databases and spreadsheets
• Review & Submit client investment applications to Head Office and various Mutual Fund Companies
• Handle incoming transfers
• Open accounts, process trades, update accounts & other processing related duties
• Run various compliance reports on a regular basis
• Prepare and complete account applications and necessary forms
• Banking (deposits)

• General office administrative duties as assigned

WHAT YOU WILL BRING

• Securities License or Mutual Funds License
• Post Secondary Education or equivalent combination of education and experience

• Minimum of 3 years related experience in an administrative role (in the Financial Services Industry)
• Financial Services & Accounting background
• Business professional attire and conduct

YOUR STRENGHTS INCLUDE

• Strong interpersonal and written communication skills
• Good working knowledge or Microsoft Windows (Excel, Word, Outlook & PowerPoint)
• Strong administrative skills, accuracy and attention to detail

Benefits:

• Extended health care
• Vision care
• Life insurance
• Dental care
• Disability insurance

Job Type: Part-time

Salary: $25.00-$28.00 per hour

Expected hours: 28 – 30 per week

Benefits:

• Dental care
• Disability insurance
• Extended health care
• Life insurance
• On-site parking
• Vision care

Experience:

• Financial Services Industry: 3 years (required)

Work Location: In person

Application deadline: 2024-02-21
Expected start date: 2024-03-04