Overview
Join our dynamic team as a Part-Time Financial Service Associate / Administrative Assistant, to support a busy financial advisor and help ensure clients receive timely and professional service.
This is a great opportunity for someone who is organized, comfortable communicating with clients, and interested in building a career in the financial services industry.
Responsibilities
- Make client and follow-up calls
- Organize and manage the advisor’s schedule and appointments
- Follow up on outstanding tasks and client requests
- Assist with administrative and service-related activities
- Maintain accurate records and follow up on pending items
- Prepare and complete weekly/weekend reports
- Help ensure client requests are handled promptly and professionally
- Support the advisor with day-to-day administrative needs
Experience
- Strong organizational and time-management skills
- Excellent communication and customer-service skills
- Professional and reliable
- Comfortable making phone calls and following up with clients
- Strong attention to detail
- Comfortable using Microsoft Office, Sales Force and basic computer systems
- Previous administrative, customer service, or financial services experience is an asset
Career Opportunity
The successful candidate will have the potential to pursue their LLQP (Life License Qualification Program) license and develop their career in financial services.
LLQP licensed candidates are strongly encouraged to apply.
This part-time role is perfect for motivated individuals eager to grow their career in financial services while making a positive impact on customers’ lives. We value energetic team players who thrive in fast-paced environments and are committed to delivering exceptional service every day.
Pay: $20.00-$26.00 per hour
Benefits:
Application question(s):
- Do you have previous experience working in financial services, banking, insurance, or wealth management?
- Are you legally authorized to work in Canada?
- What is your availability for part-time work?
Experience:
- Financial services: 1 year (preferred)
Licence/Certification:
- MFDA (preferred)
- LLQP (preferred)
Work Location: Hybrid remote in Ottawa, ON K1S 5N4
