Gallery Wealth Management Hiring for Receptionist/Administration Job at Morden Full Time

Gallery Wealth Management is a financial services team dedicated to helping clients achieve financial success. We provide high quality information about financial products and services. Our office is known to be friendly, enthusiastic, innovative, knowledgeable, focused and dependable.

We are looking for an administrative assistant to join our team.

Duties will include the following;

Advisor Assistant

• Assist with the paperwork in 3 product lines (Life Insurance, Investments and Employee Benefits)
• Prepare quotations, order insurance medical requirements
• Prepare client summaries
• Ensure client information is up to date
• Perform all general office duties such as mail, filing, office supply maintenance.

Client Services

• Keep the client up to date during the application process
• Keep the Contact Management System up to date with meeting notes, phone conversations and actions taken
• Complete beneficiary changes, policy changes, process redemptions and deposits etc.
• Professionally respond & assist clients who inquire with phone calls and/or e-mail

Client Relationship Management: Initiate, manage and conduct proactive and professional contact with clients through the Contact Management System as well as professionally respond & assist clients who inquire with phone calls and/or e-mail and create a high touch experience.

Marketing: Manage marketing activities – e.g. website, brochures, newsletters, client events, seminars, birthday cards, etc.

Client Meetings: Co-ordinate, prepare and complete client meeting agenda, presentations, concepts, spreadsheets, statements, forms and materials for client meetings and reviews to be held by Advisor(s)

The ideal candidate will:

• Have experience or education in an administrative role.
• Be proficient in Microsoft Office Suite of Tools, Internet usage and a Contact Management System
• Have a base level of knowledge of segregated funds/mutual funds, insurance, employee benefits
• Be familiar with social media
• Be willing to eventually become insurance and investment licenced
• Have accurate and quality work with attention to detail
• Have an exceptional client focus, understanding the client’s perspective, anticipate client concerns and deal with them in advance
• Professional verbal and written communication skills
• Have good knowledge of technology, tools and software – technology oriented
• Strong organizational, time management, communication and priority setting skills in order to meet deadlines

We offer an employee benefits plan and we pay for any relevant training to develop your skills. You will also enjoy paid, reduced summer hours with us.

Please respond with a cover letter expressing your interest in joining this team. Please include your resume with the letter.

Thank you!

Job Type: Part-time
Part-time hours: 14-21 per week

Salary: $18.00-$20.00 per hour

Benefits:

• Flexible schedule
• Paid time off
• Tuition reimbursement

Language:

• English (required)

Work Location: One location