The Opportunity
Are you an organized and proactive individual looking to grow your career? Longevity Achieved is seeking a dedicated Executive Assistant to support our Financial Advisors.
We promote professional development and reward our team members based on performance and merit. Join a culture of excellence and help us continue our year-over-year growth.
Responsibilities
Manage calendars, schedule appointments, and organize meetings.
Assist in building and maintaining client relationships, providing excellent customer service.
Prepare, review, and file client documents, ensuring accuracy and compliance.
Handle phone calls, emails, and correspondence efficiently.
Conduct research on financial products, market trends, and industry regulations.
Assist in planning and organizing client events and seminars.
Maintain accurate records of client interactions and transactions.
Prioritize and manage multiple tasks to support the financial advisor's workflow.
Experience / Qualifications
Exceptional ability to manage time, prioritize tasks, and meet deadlines.
Strong verbal and written communication skills.
High level of accuracy in preparing and entering information.
Proficiency with MS Office Suite, CRM systems, and other relevant software.
Excellent at building and maintaining professional relationships.
Basic understanding of financial services is preferred but not required.
What's in it for you? (Commissions & benefits)
Enjoy the flexibility of a hybrid work environment, working both remotely and at our beautiful office location in Mississauga, ON, Canada.
Performance-based pay with opportunities for growth.
Access to training programs, mentorship, and continuous learning opportunities.
Work in a dynamic, supportive team that values your contributions.
Longevity values :
DYNAMISM : Fuelling action, speed, and continual excellence.
UNITY : Harmonising wealth and well-being.
HONOUR : Upholding trust, duty, and ethical conduct.
BOLDNESS : Pioneering courage, innovation, and decisive action.
EMPOWERMENT : Enabling choice, strength, and personal growth.
Qualifications :
General understanding of financial services
Excellent interpersonal skills
LLQP, MFDA or securities license are welcomed but not required
To ensure your application is considered, kindly answer our screener questions. They're integral to our selection process, helping us better understand your qualifications and fit for the role.
Longevity Achieved supports a workforce of diverse backgrounds and encompasses policies and initiatives designed to help all team members feel welcomed and well-equipped to succeed in their roles.
We also appreciate every application we receive, but due to our overwhelming response, will only be able to contact those who are in consideration for the position.
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