Financial Planning Admin Associate

COMPANY:	Assante Capital Management
START DATE:	Immediate
HOURS/WEEK	Full-Time
SALARY:	TBD (commensurate with experience)
LOCATION:	Oakville
APPLICANT DEADLINE:	October 1, 2007

Primary objective:

The Oakville branch of Assante Capital Management is a busy well-established financial planning office whose focus is Family Wealth Management for approximately 350 families. We have been have been growing and expect to continue to grow by about 15% or $40,000,000 in assets per year and now manage assets over $260 million. We currently have five Financial Advisors and an existing administrative staff of seven.

Due to our growth we presently have an immediate opening for two senior level office administrators.

RESPONSIBILITIES:

Provide administrative support to advisors.
Process transactions, prepare client correspondence, investigate and solve administrative issues.
Prepare account opening documentation
Respond to client enquiries and create a high touch client experience in all dealings with clients.

QUALIFICATIONS and REQUIREMENTS:

Experience

Must have three to five years experience in the investment industry (experience with an IDA firm preferred).

Education/Training

University degree or College diploma
Successful completion of the Canadian Securities Course preferred

Knowledge, Skills, and Abilities

Extensive knowledge of industry back office practices
Knowledge of administrative rules governing various types of investment product
Ability to effectively self-manage a multitude of activities on a concurrent basis and maintain a high volume of work.
Be a flexible team player with the ability to work in a very busy, fast-paced professional environment taking direction from several individuals.
Have a strong proactive client service focus and positive attitude.
Have exceptional organizational skills and the interest to work with detail on an on-going basis
PC proficient, e.g. Word, Excel, Outlook
Excellent verbal and written communication skills
Have a career focus with potential for development

CONTACT INFORMATION: Interested candidates should email their resume and cover letter as follows:

Name:

Brenda Sernoskie

Email:

bsernoskie@assante.com

We appreciate your interest. However, only those under consideration will be contacted.