Client Relations Associate

Arca Financial Group is an independent full financial planning firm in Waterloo. We offer a stimulating work environment and a competitive benefits package. Visit our web site at www.arcafinancial.com.

Role Mandate:

As a valued member of a Financial Advisor’s team, you will be responsible for all administrative elements of the investment process, from meeting preparation to transaction processing to ongoing service requests.

Responsibilities:

• Build and maintain a good rapport with clients
• Coordinate service efforts with other investment team members
• Prepare client investment summaries
• Process and follow up on client trades and transactions
• Organize client files and related documentation

Qualifications:

• At least 2 years of experience in an administrative role
• Post secondary education in Business Administration or related area
• Excellent communication skills both oral and written
• Highly developed organization and time management skills
• Impeccable attention to detail
• Excellent knowledge of computers and software including Word and Excel
• Experience managing sensitive and confidential information
• Creative problem-solving skills
• Team player with a positive outlook and lots of initiative

If you have the above qualifications and thrive in a team environment, please email your resume by January 19, 2024.

While we thank all applicants for showing an interest in this position, only those candidates being selected for an interview will be contacted.

Arca Financial Group is an Equal Opportunity Employer.

Work Remotely

• No

Job Type: Full-time

Salary: $50,000.00-$60,000.00 per year

Benefits:

• Dental care
• Disability insurance
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• RRSP match
• Vision care

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Experience:

• Administrative: 2 years (preferred)

Work Location: In person