Executive Assistant (Current Employee) – Toronto, ON – 12 September 2018
The working environment is wonderful, the people are great which makes it feel more like family than co-workers/employers. My work day consists of placing of trades, tracking transfers, and interacting with clients and our Head Office on a daily basis.
Administrative Assistant (Former Employee) – London, ON – 24 November 2018
Job included; compiling and uploading files into records management system, and maintaining all office files, both electronic and hard copies. Limited supervisions. Flexible hours with reasonable break times. Competitive salary. Staff was productive and a pleasure to work with.
- cold calling all day - I learned sales skills and how to prospect clients - Management is supportive and motivating - Workplace culture is friendly - hardest part of the job is working 12 hours a day - hardest part of the day is staying motivated throughout rejection
Associate (Current Employee) – Toronto, ON – 2 November 2018
It’s all about the luck of the draw at Assante. If you happen to work in the Operations department you will likely have a poor manager. It is all about micromanaging and a bullying atmosphere. The hours are good at 8-4:30. Good benefits. The management is the problem however.
Free coffee, tea and hot chocolate, good benefits
Bad managers, busy during RRSP season but not busy for some parts of the year.
Operations Administrator (Former Employee) – Toronto – 31 August 2018
Not a good envirnoment if you don't like to be micro managed, as you are told you have to work on Saturdays if you refuse you will get fired and told they no longer need you. Do not work here unless you like have zero freedom.
Product Service Coordinator (Former Employee) – Toronto, ON – 18 May 2018
Working with Assante Wealth Managment was the best step in my career. This job had a number a diverse opportunities for me to seize. I learned so much in my time with Assante, it is hard to pin point one thing that I learned. I worked with many amazing individuals who were so kind and generous with their knowledge and experience I felt like a sponge taking in all their comments,critiques and direction - each was a teaching moment I embraced. Assante allowed me to develop training programs that took me across Ontario to teach other Administrative Assistants about our products. Event Planning came in the picture because I was required to locate, book venues, prepare and set up for all the training sessions stretching from St. Catharines to Pickering to Thunder Bay. Networking came hand in hand with both the Teaching and Event Planning aspect of the jobs. My supervisors gave me the reigns to make the job what I envisioned it to be.
New Accounts Administrator (Current Employee) – Ontario, CA – 17 April 2018
Busy and always have something new to learn. I have learned how to process documents and different investment products type. Mixed culture. Nothing is hard about the job. To meet other people and the continuous learning.
Manager / Supervisor (Former Employee) – Toronto, ON – 7 November 2017
I really enjoyed my colleagues, they were all really great people to work along side.I absolutely love working at Assante. Not only is my team collaborative and supportive but the entire company is as a whole.
Business Development (Former Employee) – Vancouver, BC – 29 August 2017
Enjoyable atmosphere withy friendly family like environment. Extremely professional with a keen focus on compliance. Full service financial management including taxes.Exceptional attention to detail with ultimate client experience.
Senior Transfer administrator (Former Employee) – Toronto, ON – 2 May 2017
Strategic implement incorrectly when acquired by US company. Three company's management merge together into one as Assante. Therefore, struggling to have comment ground to manage together. Then it acquired by another company.
Service Associate (Former Employee) – Calgary, AB – 19 April 2017
Most Assante advisors work independently for the main company in Toronto. I had the opportunity to work for one of them who was a complete micromanaging tyrant who made you feel totally incompetent and like you were an idiot. The actual team at Assante head office and other locations from my experience were very generous with their time and knowledge. I just happened to find the one Advisor who didn't look at your positive contributions to his business, but focused on any mistake made in the office. None of which were ever seen by or affected the actual client directly. I would return to Assante in a heart beat - under a different advisor.
Administrative Assistant (Former Employee) – Toronto, ON – 10 April 2017
I enjoyed my time working at Assante. My co-workers were friendly and welcoming, and I was trained well for my position. As the administrative assistant I made a lot of cold calls which were difficult at first but I learned better communication skills.