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    Salesforce CRM Specialist - Mississauga, ON, Canada - Investment Planning Counsel

    Investment Planning Counsel
    Investment Planning Counsel Mississauga, ON, Canada

    1 week ago

    Default job background
    Description
    Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada.

    We are a diverse group of people all driven towards one goal:
    helping advisors build a better business through a remarkable client experience.
    We specialize in financial planning for individuals, families, and business owners.

    The role of CES is to work closely with the team and create an experience for new and existing clients with a 'life planning' mindset that delivers peace of mind while encouraging clients to Live Their Dream.

    Professionally respond to client inquiries via telephone, email, video conference and in person.

    • Manage the office calendar, client appointments and events, participating and documenting key information where required. Coordinate client account/trade instructions for creation and completion with instruction from Advisor.
    • Ensure the accuracy of account/trade paperwork, financial plans, and follow up on account and transaction workflow and client meeting documentation.
    • Optimize our CRM and software to fully support our business.
    • Work collaboratively and maintain excellent relationships with branch support staff, IPC Head Office and other key stakeholders (marketing, operations, compliance) to support best in class office and client management.
    • Professional Experience – 3-5 years in an Administrative Assistant/Advisor support role in a financial advisory firm. Computer skills - proficient in Microsoft Office365, Outlook, Excel, Word, Teams, and SharePoint as well as CRM software (Salesforce, UVC). Basic insurance knowledge would be an asset.
    • Completion of or working towards completion of the IFIC, CSC and/or CPH would be an asset.
    • Education/Industry Knowledge - Post secondary diploma or degree in business, finance, economics, or other related discipline would be an asset.

    Job Types:
    Full-time, Permanent
    Casual dress
    Company pension
    Dental care
    Disability insurance
    On-site parking
    Work from home
    8 hour shift
    ~ Day shift
    ~ Monday to Friday
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