We’re Hiring: Financial Services Associate

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Established in 1995, Perfect Timing Family Wealth is an independent boutique Wealth Management firm located in the Financial District of Toronto. Being independent ensures our clients receive honest and independent advice through a diverse range of services including Investment, Retirement, Insurance and Estate Planning strategies and solutions.

We are looking for an ambitious individual interested in overseeing daily administrative and operational requirements of the practice. This person will also act as a liaison to clients through communications primarily by phone and e-mail. The successful candidate will be an integral part in fulfilling our commitment to providing an exceptional client experience in a progressive and upwardly mobile environment.

Job Details & Responsibilities

  • Administrative support for two mutual fund and life insurance licensed financial advisors
  • Working in coordination with advisors to execute financial plans
  • Completion and processing documents for account opening and maintenance
  • Receiving inbound calls and emails from clients and suppliers
  • Scheduling and receiving clients for meetings with advisors
  • Meeting preparation and follow up
  • Going to bank (no vehicle required)
  • In person 5 days/week or as agreed

Qualifications

  • High school or college completion;
  • Minimum three-years experience in financial services industry
  • Mutual Fund license and Insurance license a strong asset
  • If not yet mutual fund licensed, successfully obtain license within 12 months of employment
  • Basic understanding of financial products and strategies such as; mutual funds, registered and non-registered plans, life and health insurance
  • Ongoing continued education and training required

Skill Requirements

  • Positive and enthusiastic attitude
  • Strong attention to detail
  • Committed to task completion
  • Proficiency in Microsoft ecosystem– Outlook, MS Teams, SharePoint, Lists, Word, Excel, PowerPoint, etc.
  • Active follow up on client and office administration
  • Work independently
  • Looking for stable long-term employment
  • Ability to multi-task and work quickly and accurately
  • Excellent communication skills
  • Comfortable with computers, printers, fax and resolving minor technical and internet issues
  • Friendly and professional work environment

Job Type: Part or Full-Time

Compensation: Hourly contract position $20 – $30/hour depending on experience and qualifications

Location: Downtown Toronto

Send Your Resume to: WeAreGrowing@perfectiming.com

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