Assistant to Financial Advisor - Victoria, Canada - IA Private Wealth

IA Private Wealth

Verified Company

Victoria, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

INTERESTED IN JOINING A FUN AND VIBRANT TEAM WITH AN OFFICE DOG?

An opportunity to join a small team dedicated to providing trusted service in financial planning and investment advice for an established client base.

Wages based on experience, starting at $50,000/year as well as competitive benefits and group savings plan. Position available immediately.

Monday to Friday 8:00 am - 4:00 pm. Flexible work options; this position may be able to work up to 2 days at home per week.

Administrative Duties

Central liaison between Advisors, clients, investment companies, and head office
Arrange and confirm client meetings
Prepare meeting agendas and summaries of client investment portfolios
Respond to client inquiries in a timely manner
Manage client database and ensure its accuracy using Maximizer CRM
Keep the digital filing system uptodate and general efile maintenance

Knowledge and Skill Requirements

Exceptional organizational skills with great attention to detail
Strong administrative skills and a proficiency for using Microsoft Suite and other computerized office systems as well as industry specific systems.
Aptitude for learning new technology.
Prior financial industry experience and/or licensing would be an asset (Canadian Securities Course and Conduct & Practices Handbook)
Strong interpersonal and telephone skills: tact, courtesy & patience
Strong oral and written communication skills
Team player but capable of working individually with limited supervision
Ability to prioritize multiple tasks and work with continuous interruption

Salary:
From $50,000.00 per year

Benefits: