Financial Office Administrative Assistant (Income $22-30 hourly) Peterborough, Ontario
Full Time Position
An exciting opportunity to step into an administrative role with an established, fast-growing, and busy wealth management firm based out of Peterborough Ontario. Join a purpose driven winning team committed to results, in an inclusive and high-performing culture.
As a Financial Office Administrative Assistant, you will work in a supporting role alongside an established administrative team to assist our Financial Planners. Our focus as a firm is in developing and deepening client relationships by providing high quality advice and service within the mass affluent market. You will work within a collective framework of support and mentorship to ensure you provide industry leading results for both our clients and the practice overall.
Is this role right for you? In this career:
- Your primary role would be to support a team of financial advisors and existing administrative team by entering client trades, opening client accounts, transaction follow-up, servicing client requests, and ensuring client paperwork accuracy. You will help prepare for meetings and perform follow-up.
- Other duties might include: file maintenance, handling incoming and outgoing client calls, head office correspondence, client presentation preparation, assisting with marketing initiatives,
Do you have the skills that will enable you to succeed in this role? We’d love to explore working with you if you:
- Have a minimum of 5 years experience providing administrative support in a financial services firm.
- Possess knowledge of fundamental investment concepts, practices, and procedures used in the financial industry.
- Have previous experience in administrative processes and procedures in the financial industry which may include opening accounts, preparing files, keeping thorough notes, and processing with an understanding of Compliance practices and regulations.
- Have a High School Diploma. A degree/diploma within Financial Management or Business Administration would be an asset.
- Have advanced proficiency in Microsoft Outlook, Word, Excel, PowerPoint, and Adobe Professional
- Have office management experience which would be an asset.
- Have a mutual fund license which could garner special consideration.
- Take satisfaction in helping others and solving problems.
- Have a meticulous attention to detail, ability to prioritize tasks, possess a positive attitude, and have exceptional interpersonal skills.
- Are responsible, confident, self-motivated, and a team player.
- Have experience with CRM (Customer Relationship Management) software and maintaining/improving CRM databases is an asset.
- Have experience with Univeris system is an asset.
- Have strong organizational skills with ability to set priorities and handle multiple tasks.
- Are self-motivated and able to work independently.
- Have good verbal and written communication skills.
- Can complete work with a limited degree of supervision once established.
- Have a proven ability to handle confidential information with tact and discretion.
What’s in it for you besides a paycheque?
- A competitive compensation structure that rewards every team member based on the success of the firm with a combination of hourly wage, group benefits program, and annual bonuses.
- Upon eligibility, Lighthouse Private Wealth provides an RRSP program, paid time off beyond legislated requirements, and opportunity for further education and development.
- A sense of satisfaction and worth as you work with a team that builds and protects wealth for clients.
- The opportunity to work hand-in-hand with the existing award-winning advisory team.
- A work culture that promotes diversity, respect, and inclusion.
- Long weekends year-round as we are typically closed to the public Friday through Sunday.
- An established brand and impeccable reputation in Peterborough and the surrounding communities.
- We support community involvement and internal promotion based on merit.
Lighthouse Private Wealth is an independent private wealth management firm based in Peterborough, Ontario. In keeping with our philosophy: "Think Bigger. Demand Greatness", we strive for excellence in every aspect of our service offering as we help our clients, their families, and their communities achieve success through a broad range of advice, products, and services. We have been providing financial advice for over 23 years. For more information about our organization please visit our website at: https://www.lighthouseprivatewealth.ca. We thank all applicants for their interest in a career with Lighthouse Private Wealth; however, only those candidates who are selected for an interview will be contacted.
Applications for this position should be submitted to the attention of James Hughes by E-mail to:
[email protected]
Job Type: Full-time
Pay: $22.00-$30.00 per hour
Expected hours: 30 – 40 per week
Additional pay:
Benefits:
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
Flexible language requirement:
Schedule:
Ability to commute/relocate:
- Peterborough, ON K9J 3K7: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Are you skilled at Math and English including grammar, spelling and punctuation?
Education:
- Secondary School (required)
Experience:
- Financial firm Administrative: 5 years (required)
Work Location: In person
Expected start date: 2025-04-01
