Key Responsibilities:

• Administrative Support:
• Provide administrative assistance to financial planners, including calendar management, scheduling appointments, and organizing meetings.
• Prepare and edit documents, reports, and presentations as required.
• Maintain client files and records, ensuring accuracy and confidentiality.
• Client Interaction:
• Serve as the first point of contact for clients, both in person and over the phone, ensuring a professional and welcoming experience.
• Assist clients with inquiries, appointment scheduling, and information requests.
• Office Management:
• Oversee day-to-day office operations, including ordering office supplies, coordinating maintenance, and managing office equipment.
• Implement and maintain efficient filing systems for both digital and physical documents.
• Financial Record Keeping:
• Assist in maintaining financial records and processing invoices.
• Work closely with the finance department to ensure accurate record-keeping and adherence to financial policies.
• Compliance and Regulation:
• Stay informed about industry regulations and compliance requirements, ensuring the office operates within legal and regulatory frameworks.
• Support the financial planning team in adhering to compliance standards.
• Communication:
• Facilitate effective communication within the office and with external stakeholders.
• Manage incoming and outgoing correspondence, including emails and phone calls.
• Event Coordination:
• Assist in organizing and coordinating events such as seminars, workshops, and client appreciation events.
• Manage logistics, invitations, and follow-up activities related to events.

Qualifications:

• Proven experience in office administration, preferably in a financial planning or related industry.
• Strong organizational and multitasking abilities.
• Excellent communication and interpersonal skills.
• Proficiency in office software (e.g., Microsoft Office suite).
• Knowledge of financial planning concepts and terminology is a plus.
• Attention to detail and commitment to maintaining confidentiality.
• Ability to work independently and collaboratively within a team.

Education:

• Minimum of a high school diploma; additional qualifications in office administration or related field are advantageous.

IMPORTANT :

Only apply who is looking for long term career.

LANGUAGE :

Preference would be given who knows Gujarati or Hindi and moderate level of English Language.

Note: This job description is intended to provide a general overview of the position. Other duties may be assigned as needed.

Job Types: Full-time, Part-time

Pay: $20.00-$25.00 per hour

Benefits:

• Flexible schedule
• Life insurance
• On-site parking Flexible language requirement:
• French not required

Education:

• Secondary School (preferred)

Experience:

• Front desk: 3 years (preferred)
• Administrative : 3 years (preferred)

Language:

• Gujarati or Hindi (preferred)

Work Location: Hybrid remote in Scarborough, ON M1V 5E4