Experienced Financial Services Assistant
Financial Services Firm Calgary, AB - Calgary, AB

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We are looking for a senior, exceptional and experienced Financial Services Assistant to join the team at a Boutique Financial Services Firm in Calgary, AB

Key Requirements and Responsibilities:

  • Ability to work with minimum supervision and take ownership of assigned tasks, ability to independently solve problems and make recommendations
  • Must have at least 10 years experience as an assistant to a MFDA and Segs Funds Producer
  • Experience with IPP’s
  • Mutual Funds and Life Licenses are required for this position
  • Ability to manage all administration pursuant to client accounts, ability to key in data and create financial plans
  • Resourceful and proactive
  • Advanced organizational, multi-tasking and time management skills
  • Must be an exceptional communicator, able to meet with clients as required, and maintain client contact and follow-up system
  • Have high standards and attention to detail and ability to manage Producer’s email efficiently and independently
  • Have proficient computer skills in all MS Office programs (Outlook, Excel, PowerPoint, and Word, etc.) and thorough knowledge of Goldmine, FP Solution 2012
  • Previous experience with Winfund program would be an asset
  • Organize, attend, and assist with client functions
  • Ability to help with the creation of marketing materials
  • Be an enthusiastic team player with exceptional telephone, communication, and interpersonal skills building team and client relationships, and have the ability to quickly adapt to ever changing priorities
  • Bachelor’s Degree required

Once established, the Assistant could move into an Associate Financial Advisor Position working with the firm’s existing clients.

This is a full time opportunity. Salary is $50K to start with opportunity to go to $55K based on performance in 90 days through benefits, disability, and RRSP contribution. A vehicle is not mandatory, but would be helpful.

Office hours are from 8am to 4:30pm, Monday to Friday.