Associate - Client Services - Mississauga, Canada - Assante Financial Management Ltd. / WWH Financial Group

Description

We are seeking an individual who desires a long-term opportunity to grow and advance, helping shape an already successful financial planning practice.

Being a member of a small but growing team within a large firm, you gain exposure to many different aspects of the business.

• Schedule and prepare for client meetings, including preparing financial reports and presentations
• Handle client meeting followup tasks as delegated
• Process account transactions, documentation and trade processing.
• Manage new client onboarding process
• Manage incoming calls
• Ensure all databases are updated and maintained
• Research information to prepare special reports
• Enter notes and tasks into Salesforce
• General office administrative duties as assigned
• Find ways to improve efficiency and processes

• Maintain client records through filing & scanning
• Manage office technology and servicing

• Detail oriented with a touch of OCD
• Strong administrative skills, accuracy, and attention to detail
• Strong math, analytical and problemsolving abilities, including the ability to anticipate next steps required to complete the task
• Independent and selfmotivated
• Strong planning, time management, organizational skills, and the ability to prioritize effectively
• Enjoy working with the public, providing excellent client service
• Strong working knowledge of Microsoft Office (particularly Excel and PowerPoint)
• Experience with Salesforce or other CRMs
• Enthusiastic, high energy
• Outstanding verbal and written communication skills, along with exceptional listening skills
• Professionalism
• Team oriented you are willing to pitch in where needed and will go the extra mile

• Some post secondary business, economics, or accounting related courses
• A financial services industry diploma such as CSC or IFIC
• Experience in an administrative role

• Speaks any of the following languages: French or Spanish

• This is a permanent fulltime position working in our Mississauga office
• We work on hybrid model, on a roughly 50/50 split between inoffice and work from home
• Working as part of a collaborative & diverse team
• Competitive pay and vacation policy

• Dental care
• Employee assistance program
• Extended health care
• Life insurance
• Onsite parking
• Paid time off
• RRSP match

• French not required

• Monday to Friday

• Mississauga, ON: reliably commute or plan to relocate before starting work (required)

• English (required)