Job Expired
This posting has expired and applications are no longer being received and this job does not show up on the main job list.
This posting has expired and applications are no longer being received and this job does not show up on the main job list.
| Location: | London, ON |
| Date Posted: | Nov 13, 2022 |
| Compensation range: | $40,000.00 ~ $70,000.00 Per Year |
Job Description
Financial Services Assistant
POSITION SUMMARY: The Financial Services Assistant provides administrative support to the Advisor and clients of Selectpath. In this position, you will be responsible for handling client and Advisor inquiries and requests related to Financial Services.
WORK CONDITIONS:
• Time management and ability to multi-task and prioritize work
• Long periods on a computer and navigation around different software programs
• Interacting with clients, employees, and Advisors
• High-paced work environment with diverse and complex work
TASKS AND RESPONSIBILITIES:
• Maintaining filing systems (paper and electronic)
• Answer phones and emails prioritizing client requests (address changes, PAC changes etc.)
• Making arrangements for meetings, seminars and travel for the Advisor
• Investigate and solve administrative issues efficiently, accurately and completely
• Develop and maintain effective workflow processes
• Client account updates including address, name and bank account information changes
• Preparation of client documents, forms, quotes, presentations, spreadsheets, statements and materials required for client meetings with accuracy and completeness
• Meeting with the Advisor to review client accounts and prepare for meetings
• Daily business processing and transactions
• Follow up on trades, transfers and outstanding business processing to ensure it is completed accurately and efficiently
• Support the insurance underwriting process by liaising with underwriters, paramedical and medical organizations
• Provide support to the pension and group retirement divisions
• Communicating with clients to ensure they are informed of their account status
• Track top funds and portfolios using the appropriate tools
• Ensure compliance standards and regulations are followed
QUALIFICATIONS & EXPERIENCE:
• College diploma with a concentration in business administration an asset
• Minimum 3 years customer service experience
• Working knowledge of investments is an asset
• Advanced knowledge and application of MS suite of products including Outlook, Word, Excel, and PowerPoint, as well as Goldmine or Customer-Relationship Management systems an asset
• Customer service oriented, possess a professional and approachable demeanor and has the ability to handle conflicting priorities
• Excellent interpersonal, oral and written communication skills
• Ability to organize, prioritize in a fast work environment
APPLY