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Financial Advisor Assistant

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Job Order #: 5674126

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Full Time
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Employer Name:

Contact Name:
Martin Mornet

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Drawing on previous experience as a Sales Assistant in a financial services firm, or upon a degree/diploma within Financial Management or Business Administration, you must have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills. The successful candidate must also be responsible, confident, self-motivated and a team player.  

Specifically you will:

Handle incoming and outgoing phone calls with clients and respond to requests for information;
Assist with the account opening process of new clients & provide seamless service onboarding new clients;
Open accounts and manage documentation requirements;
Help to prepare documents for client meetings;
Manage all necessary documentation for our client base and keeping up to date with compliance regulations;
Prepare and review daily/monthly/annual reports, client correspondence and take ownership of project work;
Prepare professional correspondence and reports, documents and files;
Process and follow up on security transactions and transfers;
Maintain files and other general office duties as required;
Support various office administrative duties;
Communicate internally with various operational and administration departments;
Maintain Financial Advisor files;
Assist with Social Media and website maintenance;
Manage & maintain prospect database and marketing materials; and
Other duties as assigned.

For additional information, please visit this link:


Skills and Abilities

Essential Skills
 - Significant use of memory
 - Continuous learning
 - Finding information
 - Job task planning and organizing
 - Critical thinking
 - Working with others
 - Document use
 - Reading text
Work Setting
 - Private sector
Area Of Specialization
 - Forms and records
 - Reports
 - Correspondence
 - Invoices
Keyboarding (Words Per Minute)
 - 61 - 80 wpm
Business Equipment and Computer Applications
 - Internet browser
 - General office equipment
 - Database software
 - Electronic scheduler
 - Excel
 - MS Word
 - MS PowerPoint
 - Windows


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