Administrative Assistant

Well-established Certified Financial Planner (CFP) requires ongoing professional support. Based in Vaughan, Ontario this boutique firm has a large base of high net-worth clients in need of administrative support.

My support administrator has recently relocated, and I need a full-time permanent replacement who is bright, committed, detail-oriented, willing to learn and able to operate independently.

This position will appeal to you if you enjoy working with clients, have a professional manner and have the personal discipline necessary to operate within the highly organized structure of the financial services industry.

Job Description - Financial Services Administrative Assistant:

· Boutique Financial Planning firm in Vaughan looking for an Administrative Assistant. The position provides a great opportunity to work within a successful business that offers a warm and flexible working environment.

· Hybrid (primarily home based)

. Approx. first 2 weeks in office for training (Vaughan, Ontario)

Candidate Attributes (or “key strengths”):

· Accuracy

. Detail oriented

· A quick learner looking for a challenge who values working in a dynamic environment

· Strong organizational skills

· Multi-tasker who likes to take initiative

· A personable individual with strong communication skills (verbal and written), able to take complex data and break it down into manageable working steps

Skills and Knowledge:

· Excellent knowledge of Microsoft suite, especially Excel and Word

· Tech savvy individual able to quickly learn software pertinent within the industry

· Working knowledge of industry specific software such as Morningstar Workstation and Vie Fund is an asset, but is not required

Main Duties:

• Pre and post client meeting administration: Prepare files including reports, client statements, forms and materials for client meetings and reviews.
• Data entry and Trade Processing: Perform trade and data entry in a timely, accurate, and efficient manner. Preparation of applications and supplementary forms.
• Investment and insurance services: Follow up with product manufacturers including Mutual Fund and Insurance firms to provide client and advisor support
• Client service: Respond and assist clients with their requests for information

Job Types: Full-time, Permanent

Salary: $23.00-$25.00 per hour

Benefits:

• Casual dress
• Flexible schedule
• Work from home

Schedule:

• Day shift
• Monday to Friday

Application question(s):

• Are you willing to complete a criminal background check prior to being hired? This will be required due to the sensitivity and privacy of the client information that the candidate will be working with.
• This position is not intended for those that can not periodically come into the office. Are you willing and able to work at the Vaughan office location (400 and Hwy 7)?

Education:

• AEC / DEP or Skilled Trade Certificate (preferred)

Experience:

• Administrative Assistant: 1 year (required)

Language:

• English (required)

Work Location: Hybrid remote in Vaughan, ON L4K 4M3

Expected start date: 2024-03-01