Licensed Financial Administration Assistant
$55k - $80k per yearFull-time
McFaull Financial
Founded in 1955, McFaull Financial has built a trusted reputation for delivering comprehensive financial solutions through our unique 6-step planning process, The Worry-Free Retirement Program. We are seeking a Licensed Administrative Assistant to support our Advisory Team and help deliver an exceptional client experience.
**Key Responsibilities:*** Coordinate client and prospect meetings, including scheduling and preparation of materials* Prepare and manage account opening documentation and onboarding processes
* Provide proactive client service by responding to inquiries regarding transactions, documentation, and reporting
* Maintain and update client accounts while tracking timelines and follow-up activities
* Manage daily tasks and client records within the contact management system
* Provide general administrative support to ensure efficient office operations **Qualifications:*** Strong proficiency with Microsoft Office Suite and DocuSign
* Excellent organization, time management, and multitasking skills
* Professional, friendly, and client-focused approach
* Strong verbal and written communication skills **Preferred Qualifications:*** Completion of the Canadian Securities Course (CSC) and Conduct & Practice Handbook (CPH)
* Experience in the securities or financial services industry
* Post-secondary education considered an asset **What We Offer:*** Competitive salary based on experience
* Comprehensive health, dental, and retirement benefits
* Supportive and collaborative team environment
* Opportunities for professional growth and development within the financial services industry If you are passionate about client service and thrive in a fast-paced professional environment, we invite you to apply.
Vacancy posted 25 days ago
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