Administrative Assistant

Who we are

Wealthmore Financial Strategies Inc. is a financial services firm located in Toronto that provides insurance, investment and tax-saving strategies to our clientele. We are knowledgeable experts that provide top-notch service. We are expanding our team by adding an Administrative Assistant.



Who you are

You enjoy providing administrative support in the financial services industry and assisting clients with their questions. You have experience with investments and/or insurance. You are known for your organizational skills, attention to detail and ability to work in a fast-paced office.



What you will be doing

1. Preparing the advisors for client meetings by providing an agenda, insurance illustrations, presentations, spreadsheets, statements and forms

2. Servicing clients by keeping them up-to-date with their new business, answering their questions and processing changes such as address, banking, beneficiary, ownership etc.

3. Processing all investment transactions and following-up on all outstanding requirements



4. Expediting the underwriting process by reviewing paperwork, processing insurance business, liaising with underwriters and medical organizations



5. Administrative support such as answering phones and greeting clients upon arrival, scanning, filing, entering data into Zoho (the CRM), drafting e-mails, creating documents using Excel, Word, PowerPoint and solving administrative issues



6. Meeting regularly with the advisor to review outstanding activity and upcoming appointments



7. Supporting other team members by pitching in where needed



What you bring

2+ years experience in a financial service advisory firm focused on insurance and/or investments (preferred)

5 + years experience working in an office environment (preferred)

Knowledge of the pension business (would be an asset)

Post-secondary education

Strong organizational, time management, communication and priority setting skills in order to meet deadlines

Technology orientation including proficiency with MS Office and Zoho CRM

Ability to take initiative, be resourceful and work proactively with minimal supervision

Ability to work well independently but also be a strong results-oriented team player

Ability to follow-up with others to ensure task completion

Professional verbal and written communication skills

Excellent organizational skills, with strong attention to detail and accuracy

Strong communication skills, both written and verbal, with the ability to deal with clients in a professional and courteous manner, in person and by phone