Job description
Advisor Assistant:
Seeking an organized and motivated individual, with the ability to problem solve, research, and react in a professional manner to serve as the key support person for a busy financial advisor.
Key Skills and Qualifications:
- Verbal and Written Communication
- Listening and Problem Solving
- Client Focused
- Self-Starter
- Organized and efficient
- Attention for Detail for everyday tasks
- Support on going Advisor requests
- High-Level Windows Office Processing Skills -outlook, word, excel, and PowerPoint
- Ability to handle multiple requests, prioritize, and complete tasks in a timely manner
- Follow up with clients and on going form requirements
- Handle on going client requests
- Following compliance protocols standards set by the office and Advisor
- Comfortable communicating with clients by phone, email, mail and in person
- Ability to seek out sales opportunities with existing clientele and follow up with new leads
- Filing skills and ability to prepare documents for client meeting
- Social media savvy with ability to post to multiple platforms
- Experience with Sales Force an asset
- Mutual Fund and LLQP license an asset
- Willing to get licensed preferred.
Looking for a self-starter who can handle a fast-paced environment and is comfortable taking the lead in solving client issues and requests. As well as a problem solver for the advisor to help with client requests.
Job Types: Full-time, Part-time
Pay: $21.00-$23.00 per hour
Expected hours: 30 – 40 per week
Additional pay:
Flexible language requirement:
Schedule:
- Day shift
- Monday to Friday
Experience:
- Financial services: 1 year (preferred)
- Customer service: 3 years (preferred)
- Administrative: 2 years (preferred)
Language:
Licence/Certification:
- MFDA (preferred)
- IFC Certification (preferred)
- LLQP (preferred)
Work Location: In person
Application deadline: 2024-09-10
Expected start date: 2024-09-13
