Executive Assistant to Financial Advisor
$45k per yearHorner Financial
Job Responsibility:
Executive Assistant to Principal Financial Advisor
Who We Are:
· For over 20 years Horner Financial has been focused on helping our clients create and follow a detailed, written financial plan
· We deal with all aspects of our clients personal planning, including investments, life and disability insurance
· As an independent firm we don't represent one company or its products but are free to shop and find the very best solution for each client's unique situation
· We aim to help our clients Plan With Purpose and attempt to help them get the best return on life that they can
· We are a small family run business with a caring culture for our team
Who You Are:
· An enthusiastic team player with exceptional telephone, communication, and interpersonal skills building client relationships
· Have the ability to quickly adapt to changing priorities relating to investment trades, GIC's, and follow up
· You have high standards and attention to detail while processing investment trades and paperwork
· Have the ability to solve problems quickly and independently.
· Self-motivated and proactive
· You have proficient computer skills, preferably with client management software like salesforce
· Familiar with mutual funds, GIC's, and life insurance administration
· Have experience in the investment industry (5 years minimum)
These Skills Will Help You:
· Prepare and organize materials for client meetings and investments
· Proactively communicate with both clients and the Advisor regarding upcoming investment changes or inquiries
· Demonstrate attention to detail and precision in processing trades and paperwork
· Effectively prioritize tasks and manage time to meet deadlines
· Communicate a culture of credibility, dedication, and genuine care for our clients specific needs
Specifics about the role
· The position is full time 8:30-4:30pm daily Mon-Fri
· The salary is $45,000 minimum based on industry experience
· You would be the primary point of contact for the office and support the Principal Financial Advisor
Job Type: Full-time
Pay: From $45,000.00 per year
Benefits:
- Paid time off
Schedule:
- Monday to Friday
Work Location: Hybrid remote in Barrie, ON L4N 1V1
Expected start date: 2025-04-14
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