Job specializations:
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Administrative/Clerical
Office Administrator/ Coordinator, Clerical, Admin Assistant
Job Description & How to Apply Below
Keep a busy financial firm running smoothly. You make sure clients are welcomed, files are complete and advisors have what they need to do their best work.
You handle the day-to-day running of the office: scheduling, client records, application paperwork and follow-ups with our insurance and investment partners. Accuracy and privacy matter here, because you work with confidential client information every day.
This is a salaried, full-time position.
What you will do- Greet clients and answer calls and emails with care
- Manage calendars and book client meetings for advisors
- Prepare, check and track insurance and investment applications
- Keep client records accurate, complete and secure
- Follow up with partner companies on files that are still open
- Support new advisors as they start, and keep office systems and supplies in order
- At least 1 year of office administration or client service experience
- A high school diploma or equivalent
- Clear written and spoken English
- Willing to sign a confidentiality agreement
- The legal right to work in Canada
- An LLQP license, or in process of getting one
- Strong organization and attention to detail
- Confidence with email, calendars, spreadsheets and online tools
- Care with confidential information
- A calm, friendly manner with clients
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