Financial Advisor Assistant

HollisWealth - Campbell River, BC (30+ days ago)

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HollisWealth is a leading full-service financial services firm that is driven by an unwavering commitment to building lasting client relationships. As an established, independent IROC financial planning office, we are in the top 20% of assets under administration for HollisWealth advisors across Canada.

We are looking for a Financial Advisor Assistant to provide administrative support to our Financial Advisors and outstanding service to our clients. The successful applicant will be a competent, reliable self-starter who is able to multi-task and work independently keeping the daily operations of the office running smoothly.

Duties include:

  • Process and follow up on all security transactions, transfers, account openings, set up of systematic plans, completion of forms;
  • General reception and office management including incoming and outgoing phone calls with clients, scheduling appointments, communication with head office, meeting preparation and follow-up, maintaining client files;
  • Prepare correspondence, reports & spreadsheets;
  • Service clients’ general day-to-day requests;
  • Assist Investment Advisors as required.

Abilities & Qualifications:

  • Demonstrate a professional and friendly manner to our clients and possess a client-service driven positive attitude;
  • Exceptional organizational skills with the ability to work independently and take initiative;
  • Excellent verbal and written communication skills;
  • The ability to prioritize and manage multiple tasks;
  • Well-developed customer service skills;
  • Meticulous attention to detail;
  • Proficiency with MS office including Outlook and Excel skills;
  • The ability to exercise tact and discretion, as well as handle confidential information is essential.

Experience and understanding of the financial industry (account types, products, and services) with administration in financial services would be an asset. Willingness to continue education relevant to the financial industry is important. Some training provided.

This is a full-time permanent position. Competitive wage range commensurate with experience with options for extended health, dental and retirement benefits.

Please mail or drop off your resume with cover letter to HollisWealth

202B – 2276 South Island Hwy, Campbell River, BC V9W 1C3

We thank all applicants in advance for their interest; however only those selected for an interview will be contacted.

Job Types: Full-time, Permanent