Financial Planning Account Administrator

Toronto, ON | Direct Hire

Job ID: 53020 Industry: Brokerage/Finance

Financial Planning Account Administrator

Salary up to $50,000 + Commission + RRSP + Benefits + Profit Sharing!!!

Well established Canadian independent investment firm seeks a Financial Planning Account Administrator to join their growing team. Your role will focus on providing administrative operational and client service support to two highly successful portfolio managers. Attitude is going to be key. If you are interested in learning the investment business and being mentored to succeed, this role may be for you. The firm culture is based on trust, integrity and genuine desire to service their clients. If this aligns with your values, this firm may be right for you.

Responsibilities

  • Assist the Investment Advisors in their administrative tasks
  • Provide client service by answering client calls and following-up on and actioning all client inquiries
  • Execute buy and sell orders for client accounts in accordance with the Investment Advisor’s or client’s instructions
  • Ensure phones are answered at all times when Investment Advisors are unable to do so
  • Verify daily activity in accounts and review of previous day’s transactions (Trades, debits, transfers, errors, etc.)
  • Process client's requests and ensure follow up on outstanding issues
  • Communicate with Mid Office Department for administrative needs
  • Distribution of research material and other market information to clients
  • Ensure client’s accurate and timely completion of all necessary documentation
  • Assist in marketing initiatives
  • Provide back up to reception an as needed basis
  • Assist with special projects as needed

Qualifications

  • Completion of the Canadian Security Course (CSC) and Conduct and Practices Handbook (CPH) course. Must be licensed
  • A minimum of 3 years’ experience in the brokerage industry
  • Advanced experience with Microsoft Office Suite
  • Detail oriented with excellent organization skills
  • Able to prioritize and deliver results constantly
  • Strong verbal and written communication skills
  • Must have excellent initiative and ability to work autonomously

Click 'Apply Online' or send your resume by email to LJAResume@bagg.com.

View all of our job postings at www.bagg.com

Accommodations are available upon request to support your participation during all stages of the recruitment process


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