Assistant

Position Overview: 
We're seeking a curious, organized, and friendly individual eager to immerse themselves in the wealth management industry. As an Assistant, you'll play a vital role in supporting our team, ensuring exceptional client service, and managing administrative tasks crucial to our business operations.

Duties and Responsibilities:
•    Provide professional client service and troubleshoot effectively
•    Manage calendars and prepare meeting materials
•    Maintain meticulous documentation of accounts
•    Facilitate transfers and manage client cash flows

Qualifications:
•    Proven experience as an administrative assistant or in a similar role
•    Exceptional organizational and time-management skills
•    Strong attention to detail and ability to multitask
•    Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM tools
•    Excellent written and verbal communication skills
•    Ability to work both independently and collaboratively
•    Professional demeanor with strong interpersonal skills

Additional Benefits:
•    Support for pursuing the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
•    Primarily in-office role with remote flexibility.
•    Competitive salary, possibility for variable bonus compensation, retirement savings options, health, dental, and vision insurance
•    Paid time off, holidays, and opportunities for professional development
•    Learn from experienced team of advisors and associates with the opportunity to grow the role's responsibilities over time

Education:
•    High school diploma or equivalent; Associate's or Bachelor's degree preferred