Administrative Assistant
About the role
Job Title: Administrative Assistant for Financial Planning Firm
Location: Ancaster, Ontario (128 Wilson St W – Bick Advisors)
Our established financial planning firm is seeking an administrative assistant to support our team in providing exceptional service to our clients. The successful candidate will be responsible for managing administrative tasks and providing excellent customer service to our clients.
Responsibilities: Answering phone calls and responding to client inquiries in a timely manner Scheduling appointments and managing calendars for the financial planners Managing client files and maintaining accurate records Processing paperwork and handling client transactions Performing general office duties such as ordering supplies, mail distribution, and maintaining a clean and organized office environment Assisting the financial planners with research and other tasks as assigned
Qualifications: Strong organizational and time-management skills with the ability to prioritize tasks and work independently. Excellent communication skills, both written and verbal, with a friendly and professional demeanor. Proficient in Microsoft Office and comfortable with technology such as CRMs and scheduling software . Previous experience in a financial services environment is an asset. Post-secondary education is desired but not necessary.
Details 24-32 hours/ week (there are other advisors that could use 10 additional hours of work) In person working environment only $28 an hour
If you are a detail-oriented, proactive individual with a passion for organization, please submit your resume for consideration. We thank all applicants for their interest, however, only those selected for an interview will be contacted.
About us: https://www.bickadvisors.ca/ We are a small office, financial planning firm in Ancaster, ON. that provides financial planning services to numerous households in the Greater Toronto Area, and Canada. We have a friendly family like culture in our small and quiet office that the employees and clients appreciate. Our work environment includes: Clean and comfortable office setting Flexible working hours A professional while calm enviornment
About Me My name is Davis and I am a 28 year old associate advisor who is taking over the business at the end of 2027. I started in the administrative assistant position and have learned the business from the ground up. Ultimately, I am looking for someone to work alongside with and create systems so we can not only improve the service for our clients but also make better systems so we are efficient and organized. A plan is only as good as it can be supported and executed. Administration is both the preparation and follow up for financial planning and amazing client experiences.
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Not the right fit? Search for Administrative Assistant jobs in Ancaster, Ontario, Canada
About Investment Planning Counsel
Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers. We are a diverse group of people all driven towards one goal: helping our advisors build a better business. We support over 700 advisors who manage more than $30 billion in investments for over 200,000 Canadians. Our advisors help investors live their dreams through sound financial planning and comprehensive wealth management advice. We have strong family ties to some of Canada’s strongest and most prominent financial firms - Canada Life and Power Financial Corporation.
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Administrative Assistant
About the role
Job Title: Administrative Assistant for Financial Planning Firm
Location: Ancaster, Ontario (128 Wilson St W – Bick Advisors)
Our established financial planning firm is seeking an administrative assistant to support our team in providing exceptional service to our clients. The successful candidate will be responsible for managing administrative tasks and providing excellent customer service to our clients.
Responsibilities: Answering phone calls and responding to client inquiries in a timely manner Scheduling appointments and managing calendars for the financial planners Managing client files and maintaining accurate records Processing paperwork and handling client transactions Performing general office duties such as ordering supplies, mail distribution, and maintaining a clean and organized office environment Assisting the financial planners with research and other tasks as assigned
Qualifications: Strong organizational and time-management skills with the ability to prioritize tasks and work independently. Excellent communication skills, both written and verbal, with a friendly and professional demeanor. Proficient in Microsoft Office and comfortable with technology such as CRMs and scheduling software . Previous experience in a financial services environment is an asset. Post-secondary education is desired but not necessary.
Details 24-32 hours/ week (there are other advisors that could use 10 additional hours of work) In person working environment only $28 an hour
If you are a detail-oriented, proactive individual with a passion for organization, please submit your resume for consideration. We thank all applicants for their interest, however, only those selected for an interview will be contacted.
About us: https://www.bickadvisors.ca/ We are a small office, financial planning firm in Ancaster, ON. that provides financial planning services to numerous households in the Greater Toronto Area, and Canada. We have a friendly family like culture in our small and quiet office that the employees and clients appreciate. Our work environment includes: Clean and comfortable office setting Flexible working hours A professional while calm enviornment
About Me My name is Davis and I am a 28 year old associate advisor who is taking over the business at the end of 2027. I started in the administrative assistant position and have learned the business from the ground up. Ultimately, I am looking for someone to work alongside with and create systems so we can not only improve the service for our clients but also make better systems so we are efficient and organized. A plan is only as good as it can be supported and executed. Administration is both the preparation and follow up for financial planning and amazing client experiences.
(NO AI WAS USED FOR THIS JOB POSTING)
Not the right fit? Search for Administrative Assistant jobs in Ancaster, Ontario, Canada
About Investment Planning Counsel
Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers. We are a diverse group of people all driven towards one goal: helping our advisors build a better business. We support over 700 advisors who manage more than $30 billion in investments for over 200,000 Canadians. Our advisors help investors live their dreams through sound financial planning and comprehensive wealth management advice. We have strong family ties to some of Canada’s strongest and most prominent financial firms - Canada Life and Power Financial Corporation.