Halton Financial Group Hiring for Financial Administrative Assistant Job at Hamilton Full Time

Halton Financial Group (HFG) is located in Burlington, Ontario. We are a full-service financial planning firm, offering investments, insurance, income tax and estate planning. HFG has worked hard to develop long term relationships with our clients, spanning generations of families. This role is for an experienced assistant or Junior Advisor to work with our knowledgeable wealth management team.

Primary responsibilities will include meeting preparation, paperwork, and client care. This is not a remote position.

Job responsibilities include:

• Client appointment preparation, printing existing client statements, reviewing existing files for updates (i.e., KYC) and assessments for RRSP, RDSP, RESP, TFSA contributions, assisting with the organization of client documentation, online and paper based.

• Supporting the new business process from generation and completion of application forms to account funding, including monitoring the progress of submitted applications to ensure they stay on track, communicating with clients and staff throughout the process.

• Communicating with clients and companies to handle administrative or processing requirements

• Conduct trades as directed and update accounts as required. Update and maintain client data base, files, and contact records.

Desired Skills/Qualifications:

• Minimum of 2 years experience in an administrative position in the financial industry with a College Diploma in Business Administration, or equivalent employment history.

• Completion of the CSC and CPH

• Familiarity with NDEX and National Bank systems is an asset

• Basic Income Tax knowledge

• Basic knowledge about Life and health insurance an asset

• Good working knowledge of Microsoft Office products is preferred

• Excellent customer service skills, ability to work independently without supervision. A self starter that is willing to jump in and design or learn new processes.

What HFG Offers:

• Fantastic opportunity to grow with the team

• Continuing Education courses provided for all licensing requirements through our dealer

• Dynamic work environment

Full-Time, Permanent position in a smaller firm, salary ranges from $40,000 to $50,000 based on experience.

Job Types: Full-time, Permanent

Salary: $40,000.00-$50,000.00 per year

Schedule:

• 8 hour shift