Licensed Assistant (MFDA) Job at Retirement Benefits Insurance Agency
Retirement Benefits Insurance Agency Oakville, ON
Summary
It is the responsibility of the Licensed Assistant to the Financial Advisors and Office Administrator to ensure that the level of service to clients is provided in a professional manner and that the service is exceptional.
Job Description
To work within the Advisors and Team Structure under MFDA platforms
Liaise and work with the Office Administrator to ensure all administrative tasks, using trading platform and ensuring all client administration and documentation is processed accurately and in a timely fashion.
Follow up with Office Administrator to ensure related tasks are completed in a timely and efficient manner.
Client Financial Planning(paper file & computer file) - set up new when required/review and maintain all client information and forms ie. KYC, NAAF, as per the specified practices and guidelines. This is to include all transactions made for the client.
Manage inbound client contact and tasks associated with that
Calendar Management for Financial Advisors
Other duties that are assigned by Office Administrator
Job Types: Full-time, Permanent
Salary: $50,000.00-$65,000.00 per year
Benefits:
- Dental care
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Experience:
- administrative assistant: 1 year (preferred)
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