Client Services Assistant

Job Title

Client Services Assistant

Company

Assante Wealth Management

Branch Location

Don Mills, ON

Salary

TBD

Hours/Week

Full time position but will consider part time for the right candidate.

Applicant Deadline

N/A

ROLE OUTLINE:

A mature, seasoned professional with 15 years plus experience and CSC licensing is required to provide all aspects of administrative support for a busy Don Mills Financial Planning practice.

RESPONSIBILITIES:

• Enter financial orders on-line and manage all aspects of related financial forms and trade followup.
• Process and maintain life insurance and files
• Liaise with clients on all matters and scheduling of client appointments
• Maintain fully compliant client files and archives and maintain detailed client database
• Research data and prepare files for client meetings
• Use of contact management system (Maximizer) to record all client activity
• Provide general administrative support as required (maintain supplies, travel arrangements etc.)

QUALIFICATIONS and REQUIREMENTS:

15 years plus experience and CSC licensing is required

Education/Training

• CSC and CPH required

Knowledge, Skills, and Abilities

• Knowledge of industry back office practices
• Excel at high levels of Customer service and client telephone contact
• Excellent PC skills including client database proficiency, aptitude for all basic software i.e., Word, Excel, Outlook
• Superior verbal and written communication skills
• Keen eye for detail