Demo
Company Description
CI Assante Wealth Management is one of the largest wealth management firms in Canada, supporting 900 professional advisors overseeing over $46 billion of wealth for Canadian families and business owners. Assante is a subsidiary of CI Financial Corp., a leading global diversified investment company.
Role Description
This is a full-time on-site role for a Financial Administrative Assistant at CI Assante Wealth Management located in North York, ON. The Financial Administrative Assistant will be responsible for administrative processes, and providing overall administrative assistance to a single financial planner.
Qualifications
• University or College degree.
• Minimum 3 full years of prior experience in a similar role at a financial services firm. Preference given to experience assisting a financial planner.
• Excellent verbal and interpersonal skills, and mature attitude.
• Strong writing skills. Ability to create concise, clear and grammatically correct correspondence.
• Keen eye for accuracy and exceptional attention to detail.
• Very good working knowledge of Excel and Word, and have had experience with related industry systems.
• Professional, well presented, with a strong customer service focus.
• Exceptional administrative, time management, and problem solving skills.
• Ability to operate independently with minimal supervision.
• Proven self starter who takes initiative and works with integrity.