Job Order Detail

Description

Founded in 1955, McFaull Financial has built a trusted reputation for delivering comprehensive financial solutions through our unique 6-step planning process, The Worry-Free Retirement Program. We are seeking a Licensed Administrative Assistant to support our Advisory Team and help deliver an exceptional client experience.

**Key Responsibilities:**

* Coordinate client and prospect meetings, including scheduling and preparation of materials
* Prepare and manage account opening documentation and onboarding processes
* Provide proactive client service by responding to inquiries regarding transactions, documentation, and reporting
* Maintain and update client accounts while tracking timelines and follow-up activities
* Manage daily tasks and client records within the contact management system
* Provide general administrative support to ensure efficient office operations

**Qualifications:**

* Strong proficiency with Microsoft Office Suite and DocuSign
* Excellent organization, time management, and multitasking skills
* Professional, friendly, and client-focused approach
* Strong verbal and written communication skills

**Preferred Qualifications:**

* Completion of the Canadian Securities Course (CSC) and Conduct & Practice Handbook (CPH)
* Experience in the securities or financial services industry
* Post-secondary education considered an asset

**What We Offer:**

* Competitive salary based on experience
* Comprehensive health, dental, and retirement benefits
* Supportive and collaborative team environment
* Opportunities for professional growth and development within the financial services industry

If you are passionate about client service and thrive in a fast-paced professional environment, we invite you to apply.