Administrative Assistant

We are seeking a detail-oriented and client-focused individual to join our team as a Licensed Administrative Assistant. This role is critical to ensuring smooth operations, maintaining client satisfaction, and supporting the continued growth of our business. This individual must maintain an active mutual fund license.Key Accountabilities (including but not limited to) : 1 Wealth Management OperationsPrepare trade tickets with accuracy and efficiency.Follow up on trades to ensure timely execution and resolution of any discrepancies.Process financial transactions and maintain proper documentation.2 Insurance Business ServicingManage in-force insurance business, ensuring all client requests are handled promptly and effectively.Coordinate with insurance carriers to resolve inquiries and provide policy updates.Assist clients with policy changes, renewals, and claims processing.3 CRM ManagementTake ownership of the CRM system to ensure accurate and up-to-date client information.Manage automated processes within CRM.Identify new opportunities in the CRM.4 Meeting Preparation and Administrative SupportProvide support to advisors, ensuring they are fully prepared for client meetings, including compiling reports, financial summaries, and relevant documentation.Draft and send client correspondence on behalf of advisors.Coordinate meeting schedules, and handle logistics to ensure appointments are timely and well-organized.Qualifications : Active mutual fund license2-5 years of administrative experience in financial servicesStrong analytical and problem-solving skillsExcellent communication and interpersonal abilitiesSelf-starterPreferred Qualifications : Bachelor’s degree or college diplomaLLQP an assetExperience using cloud-based software and technologyBenefits : Competitive compensationAdditional benefits available3 weeks paid vacationHybrid work environmentProfessional development opportunities