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Financial Advisor Assistant

Naly Management Consulting

This is a Contract position in Toronto, ON posted May 10, 2018.

Job Description

About you –

You are an administrative pro who doesn’t want to be a secretary.

You are full of energy, hard-working, and enjoy working in a fast paced environment. You have an easy-going, flexible, “can-do” attitude. You desire to be an integral part of a professional team. You love organizing paper and projects and your natural tendency is to be constantly looking for ways to grow and improve. You are tenacious when it comes to follow through and details rarely slip through your grasp. You enjoy filling out forms thoroughly and accurately. You know how to juggle the calendar and handle meeting logistics. Amazingly, you also love serving customers and people often comment on your warm and professional phone presence. Most importantly, you want to be able to apply your many talents and feel appreciated for your hard work.

Job responsibilities –

  • Support a growing, dynamic, and energetic advisor
  • Provide service to our practice’s best clients
  • Provide support during our financial planning process
  • Process investment and insurance applications
  • Develop and implement marketing projects
  • Set appointments and manage meeting logistics
  • Create great looking and extremely functional documents in Word, Excel and PowerPoint
  • Contributing your knowledge, expertise, and insight to help the practice grow

We offer –

A supportive and professional environment and hourly wages commensurate with experience.