Office Administrative Assistant - London, Canada - IPC Investment Corporation - Waterloo Street Location

Description

Would you like to work in a place where you make a positive difference in people's lives? Would you like to be a part of a team environment, working in a professional downtown office, where we support each other, develop together, and provide each other with honest and helpful feedback? Do you like meeting people, making them feel welcome, being in the moment to get to know them better, and simply making them feel thankful that they are a part of our office?

We are looking for an administrative assistant to become part of our wealth management team and work with two high-integrity financial planners and one associate advisor.

Our objective is to create a warm, inviting, and positive client experience and rely on the person in this role to be our "client experience expert.

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This opening is for a full-time, in-office, position.

As the first point on client contact, the Client Experience Specialist takes on an administrative role within the office. Responsibilities are listed below.


About Us:
Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management dealerships. IPC supports over 700 advisors who manage more than $30 billion in investments for over 200,000 Canadians. Our advisors help investors live their dreams through sound financial planning and comprehensive wealth management advice.

We have strong family ties to some of Canada's strongest and most prominent financial firms - IGM Financial and Power Financial Corporation.

As administrative assistant of the Waterloo Street office, you will work with Patrick Briscoe (
Bayswater Wealth Management) and Pat Magliaro (_
Magliaro Financial Planning_).

Responsibilities and Duties

In this position, your primary responsibilities include:

• Manage calendars and schedule client meetings
• Prepare paperwork for client meetings and process investment trades. This involves inputting client data on account forms, close review for accuracy, and frequent DocuSign use
• Follow up of trades to ensure proper settlement
• Maintain office filing system and processes
• Maintain and update client information in our contact management system
• Assist with intake and sending of income tax returns during tax season
• Assist with client marketing: appreciation events, occasional newsletters, mailouts, etc
• Provide exceptional customer service
• Encouraging the generation of new ideas, approaches, and improvements to the office
• Actively sharing knowledge and experience to enhance the development of all team members
• Send, receive, and organize mail
• Maintain office supplies and materials
• Other duties required for overall maintenance of the office (e.g. water plants, ensure tidy workspace, offer clients refreshments)

Qualifications and Skills

The core skills listed below are important for the role, though an eagerness to learn and adapt to the requirements of the position is your most important qualification.

We are looking for a quick learner, someone who is not intimidated by new challenges and the various tasks associated with the position.

Strong computer skills are a must.

• Genuine care for the wellbeing and experience of our clients
• Effective verbal and written communications skills
• Commitment to positive team dynamic
• High School or Post Secondary Education
• Interest or experience in financial industry an asset
• Existing administration experience an asset
• High regard for confidentiality
• Ability to work well under pressure with minimum supervision
• Excellent time and task management
• High attention to detail, accuracy, and organization
• Ability to multitask and respond to timesensitive deadlines
• Police check

Benefits

• Health Spending Account after 6 months

Salary
- $20-24/hr dependent on experience


Salary:
$20.00-$24.00 per hour


Benefits:

• Company events
• Dental care
• Extended health care
• Onsite parking
• Paid time off
• Vision care

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday
• No weekends

COVID-19 considerations:
Provincial guidelines being followed, mask not required. Sanitizing station available for clients and a plexiglass screen can be put up during high-traffic seasons.


Education:

• Secondary School (preferred)

Work Location:
In person