Financial Services Administrator

Mississauga, ON

Posted: 08/08/2019 Employment Type: Permanent Job Category: Finance and Accounting Job Number: 14238

Financial Services Administrator

Our client, a leading Canadian wealth management firm, is seeking an experienced Financial Services Administrator to support one the firms  established Financial Advisers out of the Mississauga office. The ideal candidate will have previous experience as an Administrative Assistant working in the Financial Services industry. If that’ s you… APPLY NOW!

The Task…
  • Schedule and confirm client appointments.
  • Prepare for client meetings, including preparing financial reports.
  • Document notes and tasks into CRM.
  • Client service and meeting follow-up tasks as assigned.
  • Process account transactions, documentation and trade processing.
  • Ensure all databases are updated and maintained.
  • General office administrative duties and support.
  • Assist with the implementation of client events, communications and marketing plans.
  • Maintain and update website, social media and LinkedIn profile.

The Environment…

A professional and team-oriented environment; situated in a modern downtown Mississauga office.

What’ s in it for you…?

Salary + Benefits + On-going Training Opportunities

What you need to bring…
  • Minimum of 5 years’ experience in an administrative role in the financial services industry.
  • Successful completion of the Canadian Securities Course or the IFIC course (Preferred)
  • Strong administrative skills, accuracy and attention to detail.
  • Strong math, analytical and problem-solving abilities.
  • Independent, hardworking and self-motivated.
  • Strong planning, time management, and organizational skills.
  • Good working knowledge of Microsoft Windows (Excel, Word and PowerPoint).
  • Outstanding verbal and written communications skills, along with exceptional customer service experience.

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