Overview
Administrative Assistant (Investments and Insurance) Jobs in Peterborough, ON at Warden Financial | IPCIC
Full job description
About the Role:We are looking for a proactive, organized and experienced administrative support / office management professional who loves working with clients and all things personal finance (investing, insurance, saving etc.)! Our ideal candidate prefers a small team (versus a big corporation) where independence, responsibility and individual contributions are valued. This role is a permanent full-time position supporting two Financial Planners in our financial services practice in Peterborough, Ontario. We are looking to hire by the end of April/early May.
About Us:We are independent Financial Planners who pride ourselves on being different than the big financial institutions. We take the time to truly know and understand our clients and focus on helping them achieve their goals – not sales targets. We take a holistic approach to wealth management and collaborate with our clients’ other advisors to ensure we provide comprehensive financial solutions. Our services include investment management, life and accident and sickness insurance, retirement planning, business succession planning, wealth transfer, estate planning and tax planning.
Key Accountabilities and Responsibilities
Responsible for implementing action items as directed by Planners. Takes ownership of achieving objectives; proactively tracks status; identifies and resolves issues and coordinates with fund/insurance companies as necessary.
Executes trades, transfers and other account changes in back-office systems. Monitors all to ensure accuracy and completion.
Schedules follow-ups in CRM system and proactively monitors
Coordinates with Planners to schedule meetings; prepares client files and documentation and ensures timely and accurate updates in back-office systems
Obtains quotations and other information from insurance companies
Documents interactions regarding client accounts in CRM system
General administration duties (answering phones, taking messages etc.)
Other duties as required
Qualifications
Post-secondary education: business administration, economics or similar (or equivalent experience)
Completion of the Canadian Investment Funds Course (CIFC), Canadian Securities Course (CSC) or Life License Qualification Program (LLQP) is a strong asset. Applicants who have not completed these courses will be considered but will be required, after a reasonable period of training and on-boarding, to complete the CIFC or CSC course and become registered as a licensed assistant (CIRO). We will cover associated educational costs (tuition, books, registration) and licensing fees.
Legally eligible to work in Canada
Skills and Experience
4-5 years of administrative support experience. Strong preference for financial services or other professional settings (accounting, bookkeeping, legal etc.).
Warm, outgoing personality when interacting with clients (phone/email)
Exceptional organization, attention to detail and efficiency
Takes personal responsibility to achieve outcomes and identify/resolve issues
Strong “math mindset”: able to easily understand and calculate trade amounts; track and balance all trades and transfers
Maintains focus and productivity despite frequent interruptions (phone, drop-ins)
Effectively manages time to ensure completion within regulatory timelines
Proficient in Microsoft Office: especially Excel (formulas, sorting/filtering)
Strong written communication skills
Experience with the following software …
Title: Administrative Assistant (Investments and Insurance)
Company: Warden Financial | IPCIC
Location: Peterborough, ON
Category:
