Business Support Services jobs in Simcoe, ON

Description of company and role:

Good Redden Klosler Wealth Management - Financial Administrator (Implementation & Support)

Who We Are

Good Redden Klosler is an integrated team of accounting, advisory, and wealth management professionals. By working collaboratively across these areas, we help clients consider the different elements of their financial lives as part of one coordinated plan.

We take our work seriously, enjoy what we do, and care deeply about the people we serve. We're looking for someone who brings that same energy. The role is not simply an administrative position. The Financial Administrator (Implementation and Support) is an important part of the client relationship - turning the Planner’s direction into action, keeping details moving, and making sure clients receive the level of service we expect from our firm.

Key Responsibilities

· Client Service and Relationships

· Provide warm, responsive service and become someone clients know they can count on.

· You'll communicate regularly with clients, keep them updated on requests, help them navigate documentation and processes, and make sure they feel taken care of.

· Implementation and Follow-Through

· Turn planner and client decisions into completed actions.

· You'll prepare and process new accounts, deposits and withdrawals; coordinate electronic signatures; review documentation for accuracy; work with financial institutions to resolve issues; and make sure outstanding items get across the finish line.

· Planner and Meeting Support

· Think ahead rather than waiting for the next task.

· You'll prepare client meeting materials, maintain accurate client information and files, complete post-meeting administration, and anticipate what the planner may need next.

· The goal is to work as a team: the more you learn, the more you're able to see what's coming and act before someone asks.

· Technology and Organization

· You'll work across a variety of systems throughout the day, including Salesforce, Caseware, DocuSign, Microsoft 365 as well as custodian software systems.

· While we'll provide training on our specific tools and processes, we're looking for someone who is comfortable with technology, enjoys learning new systems, and can stay organized while managing multiple tasks and deadlines. The ability to keep track of details, follow through on commitments, and prioritize effectively is essential to success in this role.

Experience and Qualifications

We recognize that the right combination of attitude, aptitude, and experience can come from many different backgrounds. We are willing to train the right person who demonstrates strong administrative abilities, excellent attention to detail, and a genuine commitment to delivering exceptional client service.

While experience is valuable, we believe success in this role comes from a combination of professionalism, initiative, curiosity, and a willingness to learn. We are looking for someone who takes pride in their work, enjoys helping others, and is eager to grow as part of a collaborative and client-focused team.

You'll need:

• Strong written and verbal communication skills
• The ability to learn and adapt to multiple software platforms
• Sound judgment and respect for client confidentiality
• Exceptional attention to detail and a commitment to accuracy
• A proactive approach to problem-solving, including the ability to anticipate obstacles, suggest practical solutions, and follow through to ensure tasks are completed effectively
• Experience with accounting, banking, investments, insurance is an asset, but not required

What we offer

We invest heavily in training because we want you to understand not only what you are doing, but why it matters to the client. You'll join a driven, supportive team that enjoys working together and takes pride in doing excellent work.

We offer:

• Comprehensive employee benefits
• RRSP matching
• Training and mentorship
• Financial support toward eligible education and professional development
• Team lunches, events, retreats and summer activities
• Banked time and Fridays off during the summer
• Opportunities to participate in community initiatives
• Room to grow - We believe in developing our people. As your skills, experience, and confidence grow, there will be opportunities to take on new responsibilities and continue building your career within the firm.

Compensation and Work Details

Salary: $50,000–$70,000, based on experience and demonstrated capability.

This is a permanent, full-time, in-office position based in our Simcoe office, Monday through Friday, typically 8:30 to 5:00. Occasional additional hours may be required based on client needs and business activity.

How to apply

Please respond with a cover letter expressing your interest in joining this dynamic financial planning team. Please note that Kim Poulin of The Personal Coach is assisting us with this hire.

Job Type: Full-time

Pay: $50,000.00-$70,000.00 per year

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• RRSP match
• Tuition reimbursement
• Vision care

Application question(s):

• Do you require sponsorship at any point in the future to work in Canada?

Education:

• Bachelor's Degree (preferred)

Experience:

• Administrative: 2 years (preferred)
• Financial planning: 1 year (preferred)
• Investment or banking: 2 years (preferred)

Location:

• Simcoe, ON N3Y 3V1 (preferred)

Work Location: In person