Financial Administrative Assistant - Hamilton, Canada - Concepts (GTA) Inc.

Concepts (GTA) Inc.

Verified Company

Hamilton, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Financial Administrative Assistant
Full-time in office

Since 1993, this full-service wealth management firm has offered investment and insurance advisory services to businesses and individuals while taking pride and joy in clients' financial security.

They are looking to add a new Financial Administrative Assistant to their team to support 4 financial advisors. This is a fun, hard-working atmosphere where the team is family oriented, inclusive, and easygoing.

Responsibilities:

Prepare documentation for client meetings; agendas, disclosure agreements, privacy information, risk tolerance, statements, summaries, followup
Prepare Monthly reports for clients & upload all incoming documents to CRM; Salesforce
Administrative support to 4 financial advisors on the team
DocuSign preparation and processing

- calendar management

Follow up and confirm transfers and trades
Insurance processing
Life & Living Benefits, Segregated funds /transfers
Advisor Continuing Education credits coordination; webinars, seminars, reports on several systems keep advisors on track
General audit of office and building supplies
Newsletters with topical & informative items
Special Projects throughout the year; Waterdown Scarecrow contests, client appreciation events, community events
Occasional errands, visits to pick up and drop off, etc.
Other duties as assigned; for example, client appreciation, marketing, Social Media

Requirements:

Postsecondary education in a related field, i.e., Insurance and/or Business Administration programs, ideal
Previous administrative experience within the financial, insurance, and/or wealth management industry is considered an asset
LLQP is an asset
Knowledge of CRM; Salesforce is considered an asset
High proficiency with MS Office 365 and One Drive
Exceptional multitasking ability, prioritizing, and flexible

Compensation/ Benefits: