Job Expired
This posting has expired and applications are no longer being received and this job does not show up on the main job list.
This posting has expired and applications are no longer being received and this job does not show up on the main job list.
| Position Type: | Any |
| Location: | London, Ontario |
| Date Posted: | May 25, 2015 |
Job Description
Administrative Assistant
Ford Keast Wealth Management Inc.
London, ON, Canada
We are looking for an experienced, financial administrative assistant to provide support and superior customer service to our clients.
Ford Keast Wealth Management Inc. is a local, independent Financial Planning and Wealth Management provider affiliated with Independent Accountants Investment Counsel. We are a unique and growing operation that offers a variety of services at our central London location. Our clients enjoy personal service and sound, strategic advice for their financial planning needs and goals.
OPPORTUNITIES:
QUALIFICATIONS:
If this sounds like the right opportunity for you, please forward your résumé and cover letter to Gareth Whiteside via email at gwhiteside@fkwm.ca.
Posting closes June 5, 2015
Ford Keast Wealth Management Inc.
London, ON, Canada
We are looking for an experienced, financial administrative assistant to provide support and superior customer service to our clients.
Ford Keast Wealth Management Inc. is a local, independent Financial Planning and Wealth Management provider affiliated with Independent Accountants Investment Counsel. We are a unique and growing operation that offers a variety of services at our central London location. Our clients enjoy personal service and sound, strategic advice for their financial planning needs and goals.
OPPORTUNITIES:
- Flexible work hours
- Work in a strong, client-focused environment
- Work along-side a respected Professional Financial Planner
- Contribute to a team atmosphere
- Identify and initiate special projects and assignments
- Provide a high level of defined administrative services and support to advisors, clients, co-workers and Head Office staff
- New business documentation preparation, processing and follow-up
- Contribute to the highest level of client service through all forms of client communication
- Establish and maintain positive working relationships in a team atmosphere both internally and externally.
- Maintenance and updating of the client data base and files
- Liaise with Head Office as well as various other business related partners
- Preparation of payroll and various government remittances and payables
- Understand ethical behaviour and business practices and ensure own behavior aligns with the values of the organization
QUALIFICATIONS:
- Excellent interpersonal and communication skills, both verbal and written
- Excellent organizational and administrative skills; strong attention to detail for document preparation and accuracy.
- Proficient in using Microsoft Outlook, Word, Excel and possess the ability for learning new technology systems.
- Able to work independently when given overall goals and expectations
- Knowledge of investment industry-related products.
- 2-3 years of experience within the financial services industry would be an asset
- Familiarity with QuickBooks Pro and/ or FP Solutions would be an asset
If this sounds like the right opportunity for you, please forward your résumé and cover letter to Gareth Whiteside via email at gwhiteside@fkwm.ca.
Posting closes June 5, 2015
