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administrative assistant

Posted on December 23, 2024 by Employer details Mindful Wealth Management

Job details

*Company Overview* Mindful Wealth Management | Manulife Wealth, based in Burlington Ontario, Canada, is dedicated to empowering and educating our clients to assist them in achieving their financial goals. We?re seeking an *Administrative Assistant* to support our clients on their financial journey. This role will be ideal for someone who is forward-thinking, growth-oriented, and excited to contribute to impactful, purpose-driven work. A passion for finance or Knowledge of financial terminology and basic investment concepts is an asset. This is a role with the potential for growth in the years ahead. This is a full-time, in-person position Monday to Friday 9 a.m. and 5 p.m. *Position Details* * *Location*: 1100 Walkers Line Suite 202, Burlington, ON L7N 2G3 * *Availability*: Monday to Friday 9 a.m. and 5 p.m, in person for the first 90 days with the possibility of this role becoming hybrid * *Salary*: $42,000 to $52,000 annually depending on experience, and IIROC License *Key Responsibilities:* * *Administrative Support:* Provide daily administrative support to the wealth management team, including calendar management, meeting scheduling, and preparing documents. * *Client Service:* Handle client inquiries, manage calls and emails, and ensure timely follow-up for a seamless client experience. * *Document Management*: Assist with the preparation, filing, and organization of client documents and financial reports. * *Data Entry & Reporting:* Input and update client information in CRM and financial software, ensuring accuracy and confidentiality. * *Miscellaneous Tasks:* Assist with ad-hoc projects and other administrative duties as required *This Role Is for You If You:* * Proven experience in an administrative support role, ideally within the financial services or wealth management industry. Knowledge of financial terminology and basic investment concepts. * Strong organizational skills with the ability to manage multiple tasks simultaneously. * Excellent communication skills, both written and verbal. * Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with CRM systems. * High level of attention to detail and accuracy. * Ability to maintain confidentiality and handle sensitive information with discretion. * Positive attitude, strong work ethic, and a proactive approach to problem-solving. *Bonus Points If You:* * Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative * Some understanding of Risk Management & Compliance. *Please Don?t Apply If You:* * Need constant direction to take action and find solutions. * Prefer a rigid role with strictly defined tasks rather than an evolving, collaborative environment. *Why Work with Us?* * Growth Opportunities * Impactful Work * Supportive Team Culture that embraces inclusion and diversity * A collaborative and encouraging workplace, with dedicated team members committed to fostering growth and supporting your success in this role. If you?re excited to help our clients on their financial journey and grow with a purpose-driven brand, we?d love to hear from you! Please submit a Coverletter and resume. Job Types: Full-time, Permanent Pay: $42,000.00-$52,000.00 per year Benefits: * Extended health care * On-site parking * Paid time off Flexible language requirement: * French not required Schedule: * 8 hour shift * Day shift * Monday to Friday Application question(s): * We believe a resume doesn't tell the whole story. Please share with us why you are interested in this position. Education: * Bachelor's Degree (preferred) Experience: * CSR: 1 year (preferred) * Administrative experience: 3 years (preferred) Licence/Certification: * IIROC (preferred) Work Location: In person Application deadline: 2025-01-10 Expected start date: 2025-01-20