Wealth Management Assistant

CI Assante Wealth Management; Mississauga; On-site; CAD 55,000 - 70,000; Full time

Job summary

A leading financial services firm in Mississauga is seeking a Wealth Management Assistant to provide professional administrative support to financial advisors and clients. The ideal candidate will have a degree, at least 5 years' experience in a similar role, and strong attention to detail. This position offers opportunities for growth, competitive compensation, and a supportive team environment.

Benefits

Opportunity for professional growth

Competitive compensation

Comprehensive benefits program

Positive team culture

Support for professional development

Qualifications

• Minimum 5 years of experience in a similar role at a financial services firm.
• Preference given to experience assisting a financial planner.
• Ability to operate independently with minimal supervision.
• Preference given to candidates having IFIC Funds Course or CSC.

Responsibilities

• Processing investment and insurance transactions.
• Managing a follow-up system for all processing.
• Maintaining meticulous client files and databases.
• Preparing reports and research for client meetings.
• Scheduling and confirming appointments for the advisor.

Skills

Excellent verbal and interpersonal skills

Strong writing skills

Mathematical aptitude

Attention to detail

Experience with Excel and Word

Customer service focus

Time management skills

Problem-solving skills

Education

University or College degree

Tools

Excel

Word

Job description

Overview

Assante Wealth Management is one of Canada’s largest professional services firms in the financial industry. Assante is a leader in delivering integrated wealth management solutions to Canadians. We offer a comprehensive suite of services that includes risk management, estate planning, tax planning as well as investment planning.

We are currently hiring a full time Wealth Management Assistant to provide professional and specialized administrative services and support, as well as play an active role in a growing business. This highly motivated individual will be responsible for financial administrative and customer service support, to a Wealth Management Advisor and high net worth clients. This support includes :

Responsibilities

• Processing investment and insurance transactions / paperwork.
• Managing a diligent follow up system for all processing.
• Word processing of all correspondence.
• Maintaining meticulous client files, databases and inputting.
• Report preparation and research for client meetings.
• Schedule and confirm all appointments for advisor.
• Providing sales support such as preparing expense reports, mailers, arranging webinars.
• Research and resolve all processing and customer service enquiries with expedience.
• Ensuring Firm compliance standards are upheld and met.
• Format and assemble client deliverables, ensuring a high level of attention to detail.
• Overseeing all incoming communications and internal correspondence.
• Act as a representative and liaison for the Financial Advisor.
• Building strong client relationships.

Qualifications

• University or College degree.
• Minimum 5 full years of prior experience in a similar role at a financial services firm. Preference given to experience assisting a financial planner.
• Excellent verbal and interpersonal skills, and mature attitude.
• Strong writing skills. Ability to create concise, clear and grammatically correct correspondence.
• Must have strong mathematical aptitude.
• Keen eye for accuracy and exceptional attention to detail.
• Very good working knowledge of Excel and Word, and have had experience with related industry systems.
• Professional, well presented, with a strong customer service focus.
• Exceptional administrative, time management, and problem solving skills.
• Ability to operate independently with minimal supervision.
• Proven self starter who takes initiative and works with integrity.
• Preference given to candidates having IFIC Funds Course or CSC.

Benefits

• Opportunity to grow with the practise and grow in your responsibilities.
• Competitive compensation and comprehensive benefits program.
• Positive culture where team members are valued and respected.
• Collaborative team environment.
• Support of ongoing professional development.

If you see yourself as an energetic, detailed and organized professional, with a customer care focus, and take charge attitude, we welcome you to submit your resume. We thank all applicants for their interest; however only those selected for an interview will be contacted.