Administrative Assistant to Financial Planner

We are seeking a highly organized and detail-oriented Administrative Assistant to provide comprehensive support to our Financial Advisor. The ideal candidate will possess excellent communication skills, strong attention to detail, and the ability to multitask in a fast-paced environment. This role is instrumental in ensuring the smooth operation of the financial advisory practice by handling administrative tasks efficiently and effectively.

Responsibilities:

1. Provide administrative support to the Financial Advisor in day-to-day operations.

2. Manage and maintain the advisor's calendar, scheduling appointments, and coordinating meetings with clients and prospects.

3. Prepare and organize client files, documentation, and correspondence in compliance with regulatory standards.

4. Assist in the preparation of client presentations, reports, and financial planning materials.

5. Handle incoming calls, emails, and inquiries.

6. Coordinate and facilitate client communications, including follow-up calls and emails as necessary.

7. Assist in maintaining client databases and CRM systems to ensure accurate and up-to-date client information.

8. Assist with client onboarding processes, including gathering necessary documentation and forms.

9. Coordinate with internal departments and external vendors to fulfill client requests and resolve issues promptly.

10. Perform general office tasks such as filing, photocopying, scanning, and ordering office supplies.

Qualifications:

1. University or college graduate preferred.

2. Prior experience in a financial services or investment management environment.

3. Strong organizational skills with the ability to prioritize tasks and manage time effectively.

4. Excellent written and verbal communication skills.

5. Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and other relevant software applications.

6. Knowledge of financial industry terminology and concepts preferred.

7. Ability to maintain confidentiality and handle sensitive information with discretion.

8. Detail-oriented with a high degree of accuracy in work output.

9. Ability to work independently and collaboratively within a team environment.

10. Strong interpersonal skills with a professional and friendly demeanor.

This is an excellent opportunity for a motivated individual to join a reputable financial advisory firm and contribute to the success of our clients and our team. We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.

To apply, please submit your resume and cover letter detailing your qualifications and interest in the position. We look forward to reviewing your application.

Job Type: Full-time

Salary: $42,000.00-$51,500.00 per year

Benefits:

• Extended health care
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Financial services: 2 years (required)

Ability to Commute:

• Markham, ON L3R 1A3 (required)

Ability to Relocate:

• Markham, ON L3R 1A3: Relocate before starting work (required)

Work Location: In person