About Company
Are you passionate about helping individuals achieve their financial dreams? Join Career.zycto, where your precise support empowers financial advisors to deliver exceptional service. We are a dynamic firm dedicated to fostering an environment where a Financial Planning Support Assistant can thrive, develop, and play a crucial role in client success. Our commitment to innovation and professional growth makes us an ideal place for those looking to build a career in financial services, offering mentorship and cutting-edge resources.
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Job Description
Career.zycto is seeking a highly motivated and detail-oriented Financial Planning Support Assistant to join our Barrhaven team. This immediate hire position is pivotal in supporting our financial advisors, ensuring they can focus on providing top-tier strategic advice to clients. You will be the backbone of our advisory practice, handling a diverse range of administrative and operational tasks that are critical to the smooth functioning of client relationships and financial plan execution.
In this role, you will play an essential part in creating a seamless client experience, from initial contact to ongoing relationship management. Your day will involve preparing comprehensive client reports, processing vital financial documentation with accuracy, and maintaining meticulous client records within our CRM systems. We are looking for someone who takes initiative, possesses exceptional organizational skills, and has a strong commitment to confidentiality and discretion. This is an incredible opportunity for someone eager to deepen their understanding of financial planning, work closely with experienced professionals, and contribute meaningfully to a client-focused environment. If you thrive in a fast-paced setting and are dedicated to accuracy and efficiency, we encourage you to apply.
Key Responsibilities
- Prepare, review, and organize client meeting materials, including financial statements, investment summaries, and presentation documents.
- Process new business applications, account transfers, and other client service requests with precision and efficiency.
- Maintain and update client records within CRM software, ensuring all information is current and accurate.
- Coordinate and schedule client appointments, managing calendars for financial advisors.
- Act as a primary point of contact for routine client inquiries, addressing questions or directing them to the appropriate advisor.
- Assist in the implementation and ongoing monitoring of financial plans and investment strategies.
- Liaise with internal departments and external service providers to facilitate client transactions and resolve issues.
- Manage general office administration tasks to ensure a smooth and organized workflow.
Required Skills
- Proven administrative support experience, preferably in a financial services environment.
- Exceptional organizational and time management skills with the ability to prioritize tasks effectively.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Strong written and verbal communication skills, with a professional and client-centric approach.
- High level of accuracy and attention to detail.
- Ability to handle confidential information with utmost discretion and integrity.
- Proactive problem-solver with a strong work ethic.
Preferred Qualifications
- Post-secondary education in Business Administration, Finance, or a related discipline.
- Familiarity with financial planning software (e.g., NaviPlan, Morningstar, Wealth Planning tools).
- Basic understanding of financial products, services, and regulatory requirements.
- Experience working with a Client Relationship Management (CRM) system.
- Working towards relevant industry designations (e.g., CSC, LLQP).
Perks & Benefits
- Competitive salary package commensurate with experience.
- Comprehensive health, dental, and vision benefits program.
- Generous paid time off and vacation policy.
- Opportunities for professional development and continuous learning.
- A collaborative and supportive team environment.
- Modern office space located in the heart of Barrhaven.
- Path for career growth within our expanding organization.
How to Apply
To apply for this exciting opportunity as a Financial Planning Support Assistant, please click on the application link below. We thank all applicants for their interest; however, only those selected for an interview will be contacted.
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