ADMINISTRATIVE ASSISTANT – burlington, Ontario
R. Sales & Associates IG Private Wealth Management is located in Burlington. We provide a full range of financial products and services to families, entrepreneurs, professionals and business owners in the GTA area and have been in practice for more than 17 years.
POSITION SUMMARY
The Administrative Assistant provides complete administrative support as well as develops, implements and maintains support systems, while operating in a fast-paced, confidential, multitasking environment. Situations may arise when variations in workloads, periodic responsibilities, or special projects and events require overtime work for the job to be completed.
RESPONSIBILITIES:
Receive client inquiries on behalf of the Consultant and determine appropriate course of action. This may include proactively investigating and resolving client problems and recording the nature of the inquiry and advising the Consultant.
Run reports and Excel spreadsheets as required by the Consultant
Create prospect profiles in databases and download applicable forms for Consultant accessibility
Prepare client and prospect appointment files for Consultant meetings
Reviewing daily business transactions regarding client accounts and managing/updating client databases;
Update and maintain client files with instructions, scanned documents, meeting details
Prepare documents for signatures/e-signatures
Participate in meetings and events
Maintain/update digital mailing distribution list for newsletters, calendars, birthday cards, etc.
QUALIFICATIONS
Administration Diploma or other Postsecondary degree in a relevant discipline or equivalent experience;
3 or more years administrative experience preferably in the financial services industry;
Strong technology skills, including the ability to lean and incorporate new software/tolls quickly and apply its full range of capabilities
Strong computer skills with the Office 365 (Outlook, Word, Excel);
Experience with client relationship management systems (Salesforce)
Excellent organizational and communication skills
Strong attention to detail and ability to work independently is required
Demonstrated exceptional client service and support
Discretion and ability to organize and prioritize multiple tasks under tight deadlines.
OTHER INFORMATION
This is a part-time in-office position offering a competitive salary.
Must have flexible schedule
Full G Driver’s License and access to own vehicle
Ability to drive 1-3 hours per week for file pick-up and drop off
CONTACT US:
Submit your resume and cover letter to amandae.gidaro@igpwm.ca
We thank all applicants, however, only those under consideration will be contacted.
ASSOCIATE FINANCIAL ADVISOR
Private Wealth Management Associate Advisor – burlington, Ontario
R. Sales & Associates Private Wealth Management is currently seeking an independent, driven and career-minded professional. As an established and fastest growing professional full-service advisory firm in the Oakville/Burlington Area, you will immediately see how we are truly “different from the rest.” We strive for excellence every day; at the same time as having fun and enjoying a great work-life balance!
Join a group of highly motivated and successful professionals who provide a full range of financial products and services to over 500 families, entrepreneurs, professionals, and business owners with over 40 years in association with Investors Group Financial Services Inc.
RESPONSIBILITIES:
Provide financial planning support to R. Sales & Associates Private Wealth Management
Support business development and marketing initiatives
Identify new business opportunities within our existing client base
Prepare presentations and concept pieces for use in implementing financial planning strategies.
Develop new client relationships from external sources and support introductions generated from centers of influence and current client referrals
Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further the client relationship; and
Review client accounts, execute trade orders, maintain account lists, track client documentation, and explain product, services and strategies to clients directly.
THE BENEFITS:
Industry leading compensation package that includes a base income, benefits, performance sharing, and bonus
Flexibility and the opportunity to continue building your professional career with no limits
Limitless career development opportunities
A team who embraces technology and offers a modern work environment, that includes the ability to work in a virtual work environment and flexibility in your schedule
REQUIREMENTS:
The successful candidate will have a minimum of 5+ years of financial service experience
Excellent customer service and client relationship management experience
Comfortable working independently
Familiarity with Salesforce, Conquest, or Financial Planning software
Professional designations are an asset
CONTACT US
Please email Amanda Gidaro at amanda.gidaro@igpwm.ca to set up a call or email resumes to Daniel Pelc at daniel.pelc@igpwm.ca .
We thank all applicants, however, only those under consideration will be contacted.