Financial Administrative Assistant

COMPANY:

Assante Capital Management   

START DATE:

Immediate

SALARY RANGE

To be determined

HOURS/WEEK

Up to 40

LOCATION:

St. Catharines, Ontario

APPLICANT DEADLINE:

November 14, 2008

Assante Capital Management Ltd is one of Canada’s leading Wealth Planning Firms, providing comprehensive financial planning to Canadians. An exciting opportunity is available in our St. Catharines location, to provide financial administrative support to two of our Senior Financial Advisors in their Wealth Management practice.

This highly motivated individual will also provide executive assistant support and will play an active role in a growing business. If you pride yourself on providing excellent customer service and your organizational skills are excellent, read on for more details.

RESPONSIBILITIES:

• Processing and executing investment transactions and paperwork with a high degree of accuracy
• Maintain client files, databases, and coordinate administrative projects
• Prepare reports, research and materials for client meetings
• Schedule and confirm all appointments for advisors
• Build and maintain long term client relationships
• Play an active role in marketing projects and practice development activities

QUALIFICATIONS and REQUIREMENTS:

Experience

• Minimum 2 years administrative experience in the financial services field
•   Customer Service experience

Education/Training

• University degree/college diploma or relevant work experience
• IFIC or CSC course preferred

Knowledge, Skills, and Abilities

• Extensive knowledge of industry back office practices
• Superior verbal and written communications
• Mathematical aptitude
• Good problem solving, analytical abilities and follow through
• Strong organizational skills and ability to embrace a structured approach to business practices
• Excellent time management and multi-tasking abilities including meeting of deadlines
• Customer service skills
• PC proficient, e.g. Word, Excel, Outlook

Name:

David Demoe    

Email:

ddemoe@assante.com

Phone:

905-680-3095

Fax:

905-641-5757