Marketing & Administrative Assistant to Advisor - Mississauga, Canada - Assante Capital Management Ltd

Assante Capital Management Ltd

Verified Company

Mississauga, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

We are currently recruiting a permanent part-time marketing & financial administrator to support an established and successful Financial Advisor who specializes in the high net worth market.

This is an excellent opportunity within the financial services industry to be an integral member of a growing team within a large firm.

As one of Canada's top financial planning firms, specializing in Comprehensive Financial and Wealth Planning for high net worth families and business owners, we pride ourselves in providing a high level of customer service and valuable planning services to our clients.

This position comes with on-going training opportunities, and exposure to many different aspects of the financial planning industry.

Your responsibilities will include:

Direct administrative support to a Wealth Management Advisor;
Client meeting document preparation;
Completion of postmeeting commitments, such as the execution of investment trades;
Executing transactions as requested by clients;
Responding to all client service enquiries, as well as those from client's other professional partners;
Tracking information for Advisor's business plan;
Working in a team environment to ensure best practices and balanced workflow;
Assisting with the implementation of client events, communication and marketing plans;
Maintaining and updating website, social media and LinkedIn profiles.

Your qualifications:

Post secondary degree/diploma or an acceptable combination of education and progressively responsible work experience;
Desire to pursue knowledge and growth excited to pursue securities and insurance licenses;
Ability to take initiative, ownership of outcomes and a proactive approach to work;
Strong proficiency in Microsoft Windows;
Strong oral and written communication skills;
Exceptional planning, organizational and time management skills;
Previous experience in handling confidential or sensitive information with integrity;
Desire to grow and to expand capabilities and responsibilities;
Understand and recognize priorities and deadlines with a sense of urgency;
Completion of Canadian Securities Course or the IFIC course is considered an asset.

This is a permanent part-time position working in our Mississauga office, three days per week, 8:30 am - 5:00 pm.

Job Types:
Part-time, Permanent

Schedule: