Company Description:
Alexandria Wealth Management is a small boutique-style financial services provider located in the Beltline area of Calgary. Our advisors are authorized representatives of Assante Capital Management, one of Canada’s leading full-service investment dealers. We are governed by CIRO, IFIC and CIPF to ensure the highest standards of investor protection. Our services include wealth accumulation strategies, insurance, tax, retirement, and estate planning.
Job Description:
The position of Investement Administrative Assistant to Wealth Management Advisors entails a full-time role that will support the senior / lead advisor to substantially increase efficiency, productivity, and over-all capacity of the lead advisor.
Duties are varied, but will include:
· Client servicing including but not limited to updating KYCs and Risk Tolerance, fund switches, post client meeting follow-up tasks, client correspondence.
· CRM notes through Salesforce
· Updating of financial plan using industry software
· Updating in-house spreadsheets
· Client meeting preparation
· Provide detailed and meticulous administrative support to Senior Advisor;
· Input a wide variety of client data onto our system in a timely and efficient manner and upload data & documents into our internal system, Salesforce, Conquest, Hub Financial and various Insurance Company software;
· Provide client life and living benefits illustrations;
· Prepare insurance application for clients;
· Complete all record keeping functions with attention to detail and accuracy
· Follow-up with clients calls and perform other necessary client outreach as required;
· Attend team meetings and assist with projects as required.
· Other key tasks as assigned
Qualifications and Education:
- Post-secondary education is an asset;
- 3-5 years of similar or related administrative experience
- Well versed in mutual funds and investments (RRSPs, RRIFs, TFSAs, non-registered, corporate) with a good understanding of the financial investment industry through the independent channel
- Knowledge of the Wealth and Estate Planning industry is an asset;
- Knowledge & experience of industry legislation, rules, and requirements
- IFIC or securities licensed / Life License Qualification Program (LLQP) preferred; or may be enrolled in course or willing to do so.
- Experience in life and living benefits insurance is an asset.
- Excellent communication and interpersonal skills.
- Excellent organizational skills, with a strong attention to detail.
- Demonstrated ability to multi-task and meet deadlines.
- Ability to work independently and effectively with Investment Advisors, clients and colleagues.
- Demonstrated ability to take initiative and utilize resources provided autonomously.
- Previous Conquest software experience would be an asset.
- Intermediate to advanced computer skills: good working knowledge of Microsoft Office (Word, Excel, PowerPoint).
Compensation:
Industry “base” salary (dependent on experience)
Job Type:
In office work, Permanent, Full-time
Benefits:
- Dental care
- Extended health care
Schedule:
Education:
- Post-Secondary School (preferred)
Experience:
- Financial services: 2 years (preferred)
Job Types: Permanent, Full-time
Pay: $60,000.00-$70,000.00 per year
Benefits:
- Dental care
- Extended health care
Education:
- Secondary School (preferred)
Experience:
- Financial services: 2 years (preferred)
Work Location: In person
