Financial Services Associate

Job summary

Provide back-office administrative support by compiling necessary documentation for the tax, estate, financial planning, and insurance departments. Review and validate new account documentation to ensure consistency and completeness across multiple sources.

Job details

Optimize Financial Group is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients' financial and life goals with personalized strategies for success. We are looking for a Financial Service Associate to join our team. This back-office role requires strong administrative skills along with familiarity of all core aspects of wealth management and investment account types. We are looking for people who are driven, committed and who are passionate about what they do. You need to be extremely detail oriented and organized. As a member of the Financial Services Team, your role would entail: Assisting the Tax Department through the compilation of necessary documentation required for the Tax team to effectively complete routine tax returns Assisting the Will and Estate Department through the compilation of necessary documentation required for the Will and Estate Department team to effectively complete routine Will and Estate plans Assisting the Financial Planning Department through the compilation of necessary information required for the Financial Plan team to effectively complete financial plans Assisting the Insurance Department through the compilation of necessary information required for the Insurance team to effectively provide quotes to clients who are interested in insurance product offerings Reviewing and validating new account documentation Evaluating information gathered from multiple sources ensuring consistency Following up and reporting on missing documentation/information Job Requirements: Must-have: A minimum of 2 years of applicable experience Excellent attention to detail Knowledge of various investment types and investment accounts Ability to prioritize tasks and work accurately under pressure Ability to work in person full-time Nice-to-have: Completion or working towards the completion of the Canadian Securities Course (CSC) or Chartered Investment Manager (CIM) designation Use of Artificial Intelligence in Recruitment As part of our recruitment and selection process, we may use technology-enabled tools, including artificial intelligence (AI), to assist with certain aspects of candidate screening, assessment, scheduling, and application review. All hiring decisions are ultimately made by qualified individuals and are based on job-related criteria, qualifications, and business requirements.

What you’ll do

Provide back-office administrative support by compiling necessary documentation for the tax, estate, financial planning, and insurance departments. Review and validate new account documentation to ensure consistency and completeness across multiple sources.

Requirements

Requires a minimum of 2 years of applicable experience with strong knowledge of investment types and accounts. Completion or pursuit of CSC or CIM designations is considered an asset.

Listed skills

• Organization · Preferred
• Attention to detail · Preferred
• Financial planning · Preferred
• Prioritization · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Administrative Skills
• Wealth Management
• Investment Account Knowledge
• Tax Documentation
• Estate Planning
• Financial Planning
• Insurance Quoting
• Document Validation
• Attention To Detail
• Organization
• Prioritization

Job areas

• Finance & Accounting
• Administrative
• Consulting