Financial & Administrative Assistant

Job Title

Financial & Administrative Assistant

Company

Assante Wealth Management

Branch Location

Mississauga, ON

Salary

Based on Experience

Hours/Week

40 hours

Applicant Deadline

N/A

ROLE OUTLINE:

Assante Capital Management Ltd (Mississauga, Ontario) is currently hiring a full time administrative assistant who will play an active role in a growing business.

This highly motivated individual will provide financial administrative support, executive assistant support and customer service support including:

RESPONSIBILITIES:

• Processing investment and insurance transactions/paperwork
  
• Managing a diligent follow up system for all processing
  
• Word processing of all correspondence
  
• Maintaining meticulous client files and database inputting
  
• Report preparation and research for client meetings
  
• Schedule and confirm all appointments for advisor
  
• Providing sales support such as preparing expense reports, mailers, arranging seminars
  
• Research and resolve all processing and customer service enquiries with expedience

QUALIFICATIONS and REQUIREMENTS:

• University or College degree; or several years of equivalent experience.
• At least 2 full years of prior experience in a similar role at a financial services firm. Preference given to experience assisting a financial planner.
• Must have mathematical aptitude. Be detailed and have a high level of accuracy.
• Must have excellent verbal and written communication skills.
• Must have very good working knowledge of Excel and Word.

• Mature, well presented, with a strong customer service focus.
• Highly organized; set priorities, develop work schedules, monitor progress towards goals, and track details/data/information/activities.
• Preference given to candidates having IFIC Funds Course or CSC.