Job Posting: Administrative Associate
Company: Himmelman & Associates Financial Advisors Inc.
Location: In-Office at 1444 Dresden Row, Halifax, NS
Employment Type: Full-time 8:30am-4:30pm Monday-Friday
About Himmelman & Associates Financial Advisors Inc.
At Himmelman & Associates Financial Advisors, our clients value the stability and security of dealing with Canada’s largest financial institutions along with the confidentiality and personalized service offered by an independent boutique style advisory firm. We are committed to providing experienced and sound advice, contributing positively to the quality of our clients’ lives, and their financial future. We are a registered dealer firm for mutual fund products through Manulife Wealth Inc. and insurance products are offered through Himmelman & Associates Financial Advisors Incorporated. Himmelman & Associates is one of the top independent advisory firms in Canada and a Wealth Professional Canada 5-Star Team for 2025.
Position Summary
We are seeking a highly organized and detail-oriented Administrative Associate who will be responsible for handling client inquiries and requests, as well be the lead for administrative tasks with our clients.
Key Responsibilities
- Serve as a first point of contact for clients, both in person and by phone/email
- Schedule and coordinate client review meetings and follow-ups with our advisor team
- Prepare client files, forms, and documentation for advisor meetings
- Maintain accurate client records and ensure confidentiality of sensitive information
- Be the lead with account openings, transfers, transactions, and routine service requests in a timely manner
- Ensures clients and the firm is up to date on compliance requirements
- Manage office communications, correspondence, and document management
- Coordinate office supplies and assist with basic office management duties
Qualifications & Skills
- Previous experience working in the financial services industry as an associate, advisor or administrative role is an asset
- Mutual Fund certification with current accreditation and good standing for CIRO licensing requirements (Canadian Securities Course or Investments Funds in Canada) or willingness to obtain within 60 days of start date
- Strong organizational skills and comfortable working independently. Willing to take ownership of their responsibilities
- High level of professionalism and communication skills with clients face-to-face or over the phone
What We Offer
- Small team environment with one of Atlantic Canada’s top independent advisory firms
- Competitive salary with quarterly bonuses based on individual and team performance
- Training and professional development opportunities to expand your role within the firm
How to Apply
Interested candidates are invited to submit their résumé and a brief cover letter outlining their interest in the role to by the deadline July 30th.
Please send in one PDF document to [email protected] or apply directly on Indeed
We thank all applicants for their interest; however, only those selected for an interview will be contacted.
Pay: $45,000.00-$55,000.00 per year
Work Location: In person
