Administrative Assistant to Financial Advisor

Central Mississauga organization is seeking an administrative assistant to provide support for a Financial Advisor.

 

RESPONSIBILITIES:

 

Practice and Account Administration

 

Schedule and confirm all appointments for advisor

Process investment & insurance transactions and paperwork with a high degree of accuracy

Word processing of all correspondence

Maintain high quality client files and databases

Perform meeting preparation and research

Input, compile and regularly update lists and databases

Research and resolve all processing and customer services enquiries

Provide excellent customer service in a pro-active, professional and friendly manner

Provide sales support such as preparing expense reports, mailers, etc.

Assist with marketing projects (including newsletters, client seminars, e-mail campaigns, and preparing all marketing correspondence, etc

 

QUALIFICATIONS REQUIRED:

 

Minimum 3 years experience as a financial planner's assistant or 5 years of administrative or back office experience in the financial planning, fund company or brokerage industry

IFIC Canadian Funds Course or CSC a definite asset

Excellent verbal and written communication skills

Strong interpersonal skills and the ability to interact and build relationships with clients and branch personnel

Strong proficiency in Windows based applications including MS Word, Excel, Power Point

 

This is a permanent full time role.

 

Qualified candidates are invited to email their resumes to sgiehler@hunt.ca with the subject line Admin - Financial Sector please include salary expectations

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