Executive Assistant

I pride myself in providing advisory services for wealth management, personalized financial planning, estate and legacy planning. Being client- focused is our foundation. We create strong relationships with trust and confidence, educating clients to make informed decisions, and being the trusted family advisor, ensuring the growth and preservation of their capital through generations to come.

Reporting to the financial advisor, the Executive Assistant will play a key role in providing administrative and client management support in day- to-day activities.

This role offers career development as demonstrated success will allow growth into a team leader or office manager position.

Responsibilities

• Handle client calls and follow-up on inquiries with professionalism
• Schedule client appointments, send meeting invites and maintain advisor’s calendar.
• Coordinate the day-to-day schedule by confirming appointments and ensuring client files and paperwork are ready.
• Create client documents and ensuring they are complete for processing.
• Review, follow-up and confirm client account openings, transfer request,documents & trades.
• Assist in investigating and finding resolutions for any rejected trades/transfer requests.
• Maintain and update the Client Relationship Management System
• Follow-up on insurance policy applications
• Support and follow-up with client documents during tax-season
• Client Relationship Management (I.E. Handwritten Birthday Cards, Christmas Cards, Client Events)

Qualifications:

• Post-secondary education and/or experience in a similar position (preferably in a wealth management office).
• Ability to handle sensitive and confidential information with the highest level of professionalism, discretion, and good judgement.
• Detail oriented and autonomous
• Proficient in Sales Force an asset
• Advanced knowledge of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams, OneDrive) and the interest and capacity to learn and adapt to new technologies and tools.
• Strong verbal and written communication skills
• Bilingual (English/French)

To be successful in this role:

• Ability to manage multiple priorities in a deadline driven environment.
• Ability to exercise strong judgment in a variety of impactful situations.
• Ability to deepen and broaden client relationships and identify opportunities to create efficiency.

What we offer:

• Group Benefits Available
• 3 Weeks’ vacation.
• Salary based on experience.

Job Type: Full-time

Salary: $40,000.00-$75,000.00 per year

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking

Schedule:

• Day shift
• Monday to Friday

Application question(s):

• How many years experience as an Executive Assistant do you have?

Experience:

• Wealth Management Industry: 2 years (required)

Work Location: One location

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