Financial Advisor Assistant - Oakville, Canada - Nour Private Wealth

Nour Private Wealth

Verified Company

Oakville, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job description

Nour Private Wealth (NPW) is seeking experienced financial advisor assistants to join our firm and help service our client base.

As a financial advisor assistant, you will work side by side with a team of experienced professionals and other financial advisors to help clients meet their financial goals.

The financial advisor assistant will assist the team in many areas of wealth management, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems in a paperwork-intensive environment, providing customer service both in person and over the phone, facilitating and resolving client service requests, scheduling client meetings, generating and mailing correspondence, and completing other administrative tasks as assigned.

Responsibilities

Assist financial advisor with daily activities, including maintaining calendars, preparing correspondence, and providing customer service.
Interact with clients in person and over the phone.
Prepare and review new account paperwork.
Facilitate and resolve client service requests.
Work independently, effectively, and efficiently.
Ensure paperwork is prepared and provided for all client meetings.
Handle confidential and/or sensitive information responsibly.
Set up and coordinate, staff meetings, management meetings
Maintain admin functions of the office such as office supplies and mail.
Perform other duties as assigned.

Required Education, Skills, and Qualification

Degree in business administration, finance, business, or financial services (or equivalent experience)
2+ years of experience in financial services/insurance.
Detailoriented, problemsolving, and ability to multitask.
Ability to maintain the highest level of confidentiality.
Excellent verbal and written communication.
Advanced organizational skills specifically around calendar management, scheduling, and the ability to organize, plan, and schedule activities.
Strong interpersonal relationship skills in working effectively with various levels of staff, including senior management and executives; ability to work as a team member.
Sound judgment in decisionmaking; strong problemsolving skills and ability to multitask, prioritize and work independently under tight deadlines in a fastpaced environment
MS Office (Word, Excel, Outlook) proficiency; Intranet and Internet navigating and research skills, google.
Experience with CRM systems.
Work in a fastpaced environment.

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Fluent in English, and French an asset.

Company Profile

As a financial firm, we thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients succeed.

We care about each other, reaching our potential, making a difference in our communities, and achieving success that is mutual.

Work in a dynamic, collaborative, progressive, and highperforming team.
Opportunities to do challenging work.

Salary
Salary based on experience and commensurate with the marketplace.

Job Type
Full-time

Benefits:

Dental care
Onsite parking
RRSP match
Vision care

Schedule:

Monday to Friday

Inclusion and Equal Opportunity Employment
We thank all applicants; however, only those selected for an interview will be contacted.