Job Posting – Financial Administrative Assistant
Who we are
At Hunter-Gray Financial we have an exceptional team of consultants that take a creative and collaborative approach to solving our clients’ financial challenges. We provide each of our clients uniquely tailored solutions to their specific situation.
We provide a friendly, family atmosphere where each team member is valued equally. We like to laugh and not take ourselves too seriously. We are seeking to expand our team by having another Administrative Assistant join us in our brand-new office facility in Mississauga.
Who you are
You are a dynamic team player who enjoys working in a team environment providing administrative support and exceptional client service. You like the detailed work that comes with administering products in a full-service firm. You look forward to actively participating in the continued growth of our business and ensuring that all clients feel valued and supported.
The keys to success in this role include applying existing knowledge of financial services, being great with details, strong skills in prioritizing, taking initiative and problem-solving ability.
What you will be doing
In this role, your responsibilities will encompass a diverse range of tasks to ensure effective support for our Financial Advisors and enhance our client experience. Here's a breakdown of what you'll be doing:
1. Provide reception services, greeting clients, answering phones, and managing mail
2. New account openings, transfers, trades, purchases, redemptions, switches etc.
3. Follow-up on investment transactions and outstanding requirements with clients, dealer and external venders
4. Client meeting preparation including statements, investment summaries and any outstanding documents/service work required
5. Provide crucial administrative support to team members, including the maintenance of client files, both in paper and electronic formats
6. Process new insurance applications and handle follow-up activities such as ordering required medicals and summarizing policy information
7. Provide day to day support to clients, answer phone, answer questions, communicate pending status, involving other team members when required
8. Meet regularly with the other team members to review outstanding activity and upcoming appointments
9. Maintain office supplies (stationery, water, etc.)
10. Support other Team Members when required – we are a small office, so we all pitch in where necessary
What you bring
· Experience working with mutual funds (an asset)
· Attention to detail in everything
· Experience with life, disability and critical illness insurance (an asset)
· Organizational excellence, time management and communication skills
· A positive attitude
· Self-sufficiency but also be a strong results-oriented team player
· Strong sense of urgency
· Excellent verbal and written skills
· Proficiency in word, excel and power point
· Excellent technology skills
· Experience working with Salesforce
Compensation
Compensation will be between $50,000 and $65,000 depending on experience and licensing.
Next Step
Please respond with a cover letter expressing your interest in joining this dynamic team.
Pay: $60,000.00-$75,000.00 per year
Benefits:
- Dental care
- Extended health care
- Life insurance
Work Location: In person
