Associate Advisor/Executive Assistant /Client Support - Boutique Financial Firm
$65k - $80k per yearFull-time
Essential Financial Services Inc.
Job Responsibility:
Opportunity: Associate Advisor/ Executive Assistant / Client Support - Boutique Financial Firm
We are a boutique financial services firm located in Cloverdale, BC, specializing in comprehensive investment (mutual funds) and insurance solutions for select clientele. We are currently seeking a highly organized, motivated, proactive self-starter and personable individual to join our team as an Associate Advisor/Executive Assistant/Client Support. Position to commence in September . Please visit our website at essentialfinancial.ca
About the Role: You will work directly in office (no remote work) with our lead advisor to support day-to-day client management, portfolio analysis, trades, marketing and administrative tasks. This is a unique opportunity to be part of a close-knit team in a professional, service-oriented environment.
Key Responsibilities:
- Provide personalized administrative support to the advisor including compliance, trades, portfolio analysis
- Assist with client communications and appointment scheduling
- Prepare and organize client documentation and files
- Maintain CRM and manage follow-ups
- Support in coordinating client meetings and ensuring a smooth client experience
What We're Looking For:
- Strong organizational and communication skills
- A professional, friendly demeanor
- Discretion and confidentiality with client information
- Previous experience in Canadian financial services roles and administrative support. Mutual Fund (IFIC)(CIRO) license required
- Strong knowledge with technology and office software (e.g., Outlook, Excel, CRM systems) Social Media experience an asset
. Self starter, task oriented, confident
Why Join Us:
- Work closely with an experienced advisor
- Be part of a trusted and respected firm in the community
- Flexible and supportive work environment
- Opportunity for long-term growth in the financial services industry
If you're looking for a meaningful role in a professional yet personalized setting, we'd love to hear from you.
Salary to commensurate with qualifications, experience and or education.
Vacancy posted 3 days ago
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