Administrative Assistant

Assante Financial Management Ltd. / Rx Wealth Management - Mississauga, ON (30+ days ago)

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We are seeking an individual who desires a long-term opportunity to grow and advance, helping shape an already successful financial planning practice.

Being a member of a small but growing team within a large firm, you gain exposure to many different aspects of the business. Our five-person team is comprised of three advisors, an existing assistant, and you.

Responsibilities include the following:

Client Service:

  • Manage incoming calls
  • Schedule and confirm client appointments
  • Prepare for client meetings, including preparing financial reports
  • Enter notes and tasks into Salesforce
  • Handle client service issues as they arise
  • Handle client meeting follow-up tasks as delegated
  • Handle account transactions, documentation and trade processing.
  • Manage new client onboarding process
  • Ensure all databases are updated and maintained
  • Research information to prepare special reports
  • General office administrative duties as assigned
  • Find ways to improve efficiency and increase our move to a paperless world

Operations:

  • Maintain client records through filing, scanning
  • Manage office technology and servicing

You are a good fit for this role if you possess the following attributes:

  • Detail oriented with a touch of OCD
  • Strong administrative skills, accuracy and attention to detail
  • Strong math, analytical and problem-solving abilities, including the ability to anticipate next steps required to complete the task
  • Independent and self-motivated
  • Strong planning, time management, organizational skills, and the ability to prioritize effectively
  • Enjoy working with the public, providing excellent client service
  • Strong working knowledge of Microsoft Windows (particularly Excel and PowerPoint)
  • Experience with Salesforce or other CRMs
  • Enthusiastic, high energy
  • Outstanding verbal and written communication skills, along with exceptional listening skills
  • Professionalism
  • Team oriented – you are willing to pitch in where needed and will go the extra mile

You are even better prepared for this role if you have:

  • Some post secondary business, economics, or accounting related courses
  • A financial services industry diploma.
  • Minimum of 3 years experience in an administrative role

Nice to haves:

  • Speaks any of the following languages:
  • Spanish
  • French
  • Swedish

Perks of the job:

  • This is a permanent full-time position working in our Mississauga office.
  • Working as part of a collaborative & diverse team
  • Competitive pay and vacation policy

This is not a sales position.

Please submit cover letter and resume in PDF format.

Job Type: Full-time

Job Type: Full-time

Experience:

  • administrative assistant: 1 year (Required)

Language:

  • English (Required)
  • Spanish (Preferred)
  • French (Preferred)
  • Swedish (Preferred)