Posting Date
Rate of Pay
TBD
Job Location
Burlington, ON
Hours of Work
weekdays/35 hours per week
Start Date
Closing Date
Company Information
Assante Financial Management
Address: 100-5420 North Service Road, Burlington, Ontario L7L 6C7
Email: jhbedford [at] assante.com (jhbedford[at]assante[dot]com)
Primary duties
We are looking to hire a recent graduate from the Business program for an entry level 4 month contract that may lead to a permanent full-time position in the Financial Services Industry.
- Data entry and preparation of paperwork client meetings and client service requests.
- Liaison with Assante back office on transfers, administration errors, and maintenance issues.
- Assist in coordinating mass mailings.
- Follow up and reconcile account transfer and trades.
- Setting up and confirming client appointments.
- Keep current on all matters of compliance and Assante procedures.
Skills and Experience Required
- Post-secondary education.
- Familiarity with investment account types and products is a must.
- Ability to meet deadlines and work effectively under pressure, while paying attention to detail.
- Excellent verbal and written communication skills.
- Proficiency in MS Office Suite (Word, Excel, Outlook, & PowerPoint) and integrated tools.
- Familiarity with Calendly, DocuSign, and Salesforce is a plus.
- Strong analytical, administrative, problem solving and organizational skills.
- Self-motivated and positive attitude.
- A proven ability to interact well in a team environment, and display professionalism in a fast-paced environment with tight deadlines.
How To Apply
Please send resume and cover letter to jhbedford [at] assante.com (jhbedford[at]assante[dot]com)
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