About us
Assante Wealth Management is a subsidiary of CI Financial – certified as a 2021 Great Place to Work®
Financial Planning Assistant
We are a full-service financial planning and investment management firm located in downtown Vancouver and looking for someone who has an interest in the financial services industry. In this administrative role, you will be working with a Financial Advisor. The perfect candidate will take ownership of tasks, exhibit impeccable attention to detail and work in a team that directly services clients. After successfully training for three months, you may qualify to work remotely. Please mention this feature during your interview if it is of interest.
You will be working for an entrepreneurial team with diverse revenue lines other than traditional investment management. This requires someone who is eager to learn, curious and who doesn’t mind fulfilling tasks beyond their job description from time to time.
We want to find the right candidate, so we are flexible as to whether we hire full-time, part-time, remote or otherwise.
Primary responsibilities:
· Maintain client database, electronic and paper files
· Prepare processing and compliance documentation
· Process new applications and client requests
· Meeting and appointment booking
· Respond to client email and phone inquiries in a timely, responsive manner and escalating to Advisor when appropriate
· Keep up-to-date with compliance rules and administrative procedures
· General administrative duties such as:
o Supply ordering
o Newsletter, statement and other mail outs
o Venue booking for outside office meetings/conferences
o Other duties as needed
Knowledge Skills, and Abilities:
· Impeccable attention to detail
· Strong computer skills including MS Office experience (Outlook, Excel & Word)
· Ability to prioritize work flow daily and reprioritize as required adapting to changing needs of clients and advisor
· Strong interpersonal, written and verbal communication skills
· Ability to maintain strict confidentiality and professionalism
· Experience with a Customer Relationship Management software is an asset
Education/Training
· No previous training required
Contact
Only applications with a targeted cover letter and resume will be considered. Please complete the indeed assessments as well.
Job Types: Full-time, Permanent
Salary: $38,000.00-$42,000.00 per year
Additional pay:
Benefits:
Schedule:
COVID-19 considerations:
This role is fully remote
Education:
Work remotely:
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