Wealth Management Assistant

CI Assante Wealth Management; Mississauga; On-site; CAD 50,000 - 65,000; Full time

Job summary

CI Assante Wealth Management seeks a full-time Wealth Management Assistant to provide administrative support to a Wealth Management Advisor. This role involves managing client files, processing transactions, and ensuring high-level customer service. The ideal candidate should possess strong verbal and written skills, have at least 5 years of experience in financial services, and a commitment to detail in a collaborative environment.

Benefits

Competitive compensation

Comprehensive benefits program

Support of ongoing professional development

Qualifications

• 5 years of experience in a similar role at a financial services firm.
• Keen eye for accuracy and exceptional attention to detail.
• Ability to operate independently with minimal supervision.

Responsibilities

• Processing investment and insurance transactions/paperwork.
• Maintaining meticulous client files and preparing reports.
• Building strong client relationships and managing follow-up systems.

Skills

Strong writing skills

Customer service focus

Time management

Problem solving

Education

University or College degree

Tools

Excel

Word

Job description

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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:

- 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 REQUIRED:

• 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 OF WORKING WITH US:

- 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.

Benefits Provided. Continuing education opportunities.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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