Office Administrator - Financial Services

We’re looking for an Office Administrator

Opportunity for full or part-time position.

Role Activities:
As an Office Administrator at our Wealth Management Firm, your responsibilities will encompass a diverse range of activities crucial to the seamless operation of our office. From collaborating with financial advisors to facilitating client interactions, your role will be dynamic, engaging, and pivotal to the overall success of our team.

Purpose of the Role:
The primary purpose of the Office Administrator is to provide dedicated support to our licensed financial advisors, ensuring the efficient execution of administrative tasks, fostering positive client experiences, and contributing to the overall professionalism of our workplace.

Responsibilities of the Role:
- Collaborate closely with licensed financial advisors to implement and execute financial plans.
- Manage the completion and processing of documents for account opening and maintenance.
- Serve as the primary point of contact for inbound calls and emails from clients and suppliers.
- Coordinate and welcome clients for personal meetings with advisors
- Conduct regular visits to the bank to ensure smooth financial transactions (vehicle not required)

How are Results Measured?
The success of the Office Administrator will be measured by the seamless execution of administrative tasks, the positive client experiences facilitated, and the overall efficiency and professionalism of office operations.

Key Skills required for the Role:
- Positive and enthusiastic attitude.
- Strong attention to detail with a commitment to task completion.
- Previous work experience in Financial Services and/or financial planning is preferred.
- Proactive in following up on client and office administration tasks.
- Seeking stable, long-term employment.
- Ability to multitask, work quickly, and accurately.
- Excellent communication skills.
- Competency in Microsoft Office products – Outlook, Word, Excel, PowerPoint, etc.
- Comfortable with computers, printers, fax machines, and resolving minor technical and internet issues.

Additional Information:
- Join a friendly and professional work environment.
- Opportunities for professional growth and development.

- Emphasis on maintaining a positive client experience.
- Supportive team atmosphere with ongoing training initiatives.

Not just a boring resume:

• In addition to your resume, describe what you feel you could contribute to Perfect Timing’s service department to make it a stronger team.

- Send your application to wearegrowing@perfectiming.com. We thank all applicants for their interest however only those candidates selected for an interview will be contacted.

- The deadline for applications is February 23, 2024.
- Perfect Timing is an equal-opportunity workplace. We are committed to fair and accessible employment practices. Please contact us at wearegrowing@perfectiming.com or 416-861-9339 if you require accommodation for an interview due to a disability or other circumstance.

Job Types: Full-time, Part-time

Salary: $22.00-$40.00 per hour

Expected hours: 20 – 40 per week

Benefits:

• On-site parking

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Application question(s):

• Describe what you feel you could contribute to Perfect Timing’s service department to make it a stronger team.

Education:

• Secondary School (preferred)

Experience:

• Financial services: 2 years (preferred)

Work Location: Hybrid remote in Etobicoke, ON M8Z 3A8