Administrative Assistant - Oakville, Canada - Birbari Wealth Management

Description

About our Company:

Birbari Wealth Management Group has been managing wealth for clients for the past 30 years.

We manage investment portfolios and retirement funds on behalf of hundreds of households in Burlington, Oakville and the surrounding areas.

We provide advice regarding tax, retirement and estate planning.

We are a small team who come to work every day passionate about doing the best work possible for our clients and giving them excellent service.

We will welcome our new Administrative Assistant to the team and give them all the resources needed to grow and flourish in the role.

Birbari Wealth Management Group operates under the iA Private Wealth investment dealer.


The Administrative Assistant will:


Ensure effective client administration by:

• Assisting with onboarding new clients and ensuring a positive client experience during the process. You will prepare account opening documentation, and ongoing documentation updates. Attention to detail is a critical skill.
• Preparing client meeting materials, including statements and investment reports.
• Ensuring client files are up to date and organized.
• Managing the team's calendar, including scheduling client review meetings on a regular interval schedule.
• Prepare client and new business presentation material.
• General office and administrative duties as required.

Provide marketing assistance to the advisor by:

• Assisting with social media strategy and ongoing management of social media accounts
• Organizing client events and sponsorship activities

Contribute to the effective functioning of the team by:

• Building effective working relationships across the team and with corporate head office
• Maintaining a high level of client service standards
• Facilitating a culture of open and honest communication
• Actively participating and contributing to team meetings
• Encouraging the generation of new ideas and process improvements
• Actively sharing knowledge and experience to enhance the development of all team members
• Committing to professional development

Educational Requirements:

• Pursuing their Licensed Assistant designation is preferred; completion of (or working towards) Canadian Securities Course (CSC) and Conduct and Practices Handbook course (CPH)
• Postsecondary education
• Must be proficient using Microsoft Word, Excel and Powerpoint.
• Someone who is familiar with financial industry concepts is preferred (mutual funds, stocks, exchange traded funds, RRSPs, TFSAs, RESPs, etc.)
• This position is a great fit for a recent graduate who is eager to learn and progress in their wealth management career.

Job Types:
Full-time, Permanent


Salary:
$50,000.00-$65,000.00 per year


Benefits:

• Dental care
• Disability insurance
• Life insurance
• Onsite parking
• Paid time off
• Vision care
• Work from home

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

COVID-19 considerations:
We follow a hybrid work model. Administrative staff come to the office 2-3 days per week and work 2-3 days at home. All staff are in the office on Wednesdays. Subject to change any time.


Education:

• Secondary School (preferred)

Work Location:
Hybrid remote in Oakville, ON