Description:
WK is Wilkenson & Keller. No matter your financial situation, an Assante advisor can provide you with complete wealth planning advice to help you achieve your goals.
We are looking for a proactive Financial Services Administrator to support our financial advisory team. Success in this role requires the ability to learn quickly, work independently, manage multiple finance programs, and communicate professionally with clients and colleagues. Discretion, organization, and attention to detail are essential.
Pay: $45,000.00-$52,000.00 per year
Full-time
Key Responsibilities
- Provide administrative support to a busy financial advisory team
- Manage client information and correspondence
- Maintain schedules, calendars, and agendas
- Assist with projects, onboarding, and special initiatives
- Enter and process financial data, including transactions
- Follow up with clients and advisors promptly
- Communicate effectively and professionally with clients and team members
- Maintain confidentiality and handle sensitive financial information
Qualifications
- Secondary School Diploma (required)
- 1+ year administrative experience (preferred)
- 2+ years customer service experience (preferred)
- 1+ year financial services experience (preferred)
- Comfortable using CRM programs
- Strong verbal and written communication skills
- Highly organized, detail‐oriented, and able to multitask
Contact
Send Cover and Resume to: smalvern@assante.com
61 Albert St, Stratford, ON N5A 3K2, Canada
