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: | Full-time |
| Location: | London, ON |
| Date Posted: | Jul 12, 2021 |
| Experience: | 4 Years |
| Education: | College Diploma (3 years) |
Job Description
About The Andrews Group
Since 1987, Mike Andrews has had client service at the front of his mind. Mike’s goal then, and The Andrews Group’s goal today, is to have a significant, positive impact beyond just money in the lives of our clients; to help you have a genuine sense of freedom and security to do the things they want to do.
From a single individual to a thriving, multi-faceted team, The Andrews Group has succeeded based on our desire to consistently innovate, be different and be a leader in the industry, while always providing exemplary advice and client service. We want to make a difference in our client’s lives, freeing their time through our wealth planning services to allow them to do what they enjoy. We are always looking ahead so that our clients can enjoy the present and be prepared for the future.
Why this Role?
This role is the “strategic brain” role of The Andrews Group wealth planning services and deliverables. It is a robust, challenging, dynamic role and the most collaborative role in the firm, whether working with the internal wealth planning group or outside professionals. Clients are looking for solutions to complex challenges, answers to questions with multiple variables. They are searching for simple answers to complex questions. Mostly they are looking for peace of mind and security that we have covered all the areas for them.
Wealth Planning Group
Key member of the group and the chair of our bi-weekly meetings focusing on client experience, wealth planning continuing education and strategy development. Identifies wealth management opportunities through various firm channels.
We are actively seeking candidates who are:
• Systems thinkers. Seeing the big picture and understanding how the different parts of a complex interconnected system influence each other.
• Organized. Able to take chaotic, messy inputs and arrange them coherently and clearly so that it's easier to get useful outputs.
• Analytical. Able to disassemble an interconnected whole into smaller chunks, and in doing so draw useful conclusions about how the whole works.
• Detail-oriented. Committed to executing on both the big and the small parts to ensure quality.
• Tech literate. Able to leverage tools that help streamline operations. You don’t need to code or build software, but we want you to be able to think through the trade-offs for when to use an automated process vs. having a human involved.
• Strong communicators. Able to ensure clear hand-offs and persuade stakeholders of the importance of something instead of needing to rely on authority to get things done.
• Collaborative. Working alongside the team to create resilient and sustainable workflows. Doing your part while trusting others to do theirs.
• Thoughtful. Thinking through all the different steps of a process and asking insightful questions about the purpose and consequences of the different options.
• Curious. Understanding that you do not have all the answers while creating space to learn from those around you.
• Responsible. Able to make promises and keep them.
• Empathetic. Understanding the needs and desires of the different stakeholders and being able to see things from their point of view.
Reporting Line
The Wealth Planning Associate will report to the Founding Advisor and will work closely with the other full-time team members.
Key Responsibilities include:
Wealth Management Deliverables
• Manages our proprietary wealth planning technology to ensure all components of our clients’ wealth are being monitored.
• Prepare all necessary documents, agenda and collaborate on strategic recommendations to support senior advisors’ meetings with high-net-worth clients.
• Analyze client information and create strategic discussion papers that support and wealth management deliverables.
Collaboration and Improvement -
• Works with other professionals to ensure we are operating in an environment that is co-ordinated at the least and collaborative and integrated at best.
• Ensure compliance and internal control requirements are met.
• Maintains high level of autonomy and professionalism.
• Accountability for managing activities which result from recommendations to our key high net worth clients and their families.
Client Services
• Solidifies existing relationships and creates new opportunities by initiating cross-referral opportunities.
As illustrated above this role offers the team member the opportunity to showcase both their technical skills and their interpersonal skills. The Andrews Group promotes, encourages, and financially supports personal and professional growth.
Knowledge and Skills
• Proficient with firm’s and The Andrews Group’s software including:
- Action
- Box
- Salesforce (Navigator)
- Welement
- Microsoft Office tools. Word, Excel, PowerPoint, Adobe, Outlook, Publisher
• Able to manage multiple projects simultaneously effectively and accurately
• Strong problem-solving skills
• Excellent oral and written communication skills
• Strong time management skills, accurate, efficient work, and ability to meet deadlines
• Proactive, intuitive, in looking for areas to improve efficiencies without comprising on the core principle of a positive client experience
• Receptive to and appreciative of constructive growth feedback
• Demonstrate professionalism through attire, communication, and discretion
Expectations
• To build upon their intuitiveness and curiosity to formulate strategy decisions.
• To understand and truly resonate The Andrews Group beliefs, purpose, commitment, and values in day-to-day activities.
• To have the desire to build this role into a challenging rewarding, career that allows you to accomplish your goals and fulfill your expectations.
The Andrews Group Offers its Employees
• Opportunities for learning, training, and professional development
• A comprehensive compensation package including health and dental benefits
• A culture that is engaging, supportive and dynamic
• Full reimbursement for approved courses
• $500 annual fitness benefit
• Free parking
Please send resumes to recruiting@ladderhr.ca
-Note: Please add position in tittle.
Since 1987, Mike Andrews has had client service at the front of his mind. Mike’s goal then, and The Andrews Group’s goal today, is to have a significant, positive impact beyond just money in the lives of our clients; to help you have a genuine sense of freedom and security to do the things they want to do.
From a single individual to a thriving, multi-faceted team, The Andrews Group has succeeded based on our desire to consistently innovate, be different and be a leader in the industry, while always providing exemplary advice and client service. We want to make a difference in our client’s lives, freeing their time through our wealth planning services to allow them to do what they enjoy. We are always looking ahead so that our clients can enjoy the present and be prepared for the future.
Why this Role?
This role is the “strategic brain” role of The Andrews Group wealth planning services and deliverables. It is a robust, challenging, dynamic role and the most collaborative role in the firm, whether working with the internal wealth planning group or outside professionals. Clients are looking for solutions to complex challenges, answers to questions with multiple variables. They are searching for simple answers to complex questions. Mostly they are looking for peace of mind and security that we have covered all the areas for them.
Wealth Planning Group
Key member of the group and the chair of our bi-weekly meetings focusing on client experience, wealth planning continuing education and strategy development. Identifies wealth management opportunities through various firm channels.
We are actively seeking candidates who are:
• Systems thinkers. Seeing the big picture and understanding how the different parts of a complex interconnected system influence each other.
• Organized. Able to take chaotic, messy inputs and arrange them coherently and clearly so that it's easier to get useful outputs.
• Analytical. Able to disassemble an interconnected whole into smaller chunks, and in doing so draw useful conclusions about how the whole works.
• Detail-oriented. Committed to executing on both the big and the small parts to ensure quality.
• Tech literate. Able to leverage tools that help streamline operations. You don’t need to code or build software, but we want you to be able to think through the trade-offs for when to use an automated process vs. having a human involved.
• Strong communicators. Able to ensure clear hand-offs and persuade stakeholders of the importance of something instead of needing to rely on authority to get things done.
• Collaborative. Working alongside the team to create resilient and sustainable workflows. Doing your part while trusting others to do theirs.
• Thoughtful. Thinking through all the different steps of a process and asking insightful questions about the purpose and consequences of the different options.
• Curious. Understanding that you do not have all the answers while creating space to learn from those around you.
• Responsible. Able to make promises and keep them.
• Empathetic. Understanding the needs and desires of the different stakeholders and being able to see things from their point of view.
Reporting Line
The Wealth Planning Associate will report to the Founding Advisor and will work closely with the other full-time team members.
Key Responsibilities include:
Wealth Management Deliverables
• Manages our proprietary wealth planning technology to ensure all components of our clients’ wealth are being monitored.
• Prepare all necessary documents, agenda and collaborate on strategic recommendations to support senior advisors’ meetings with high-net-worth clients.
• Analyze client information and create strategic discussion papers that support and wealth management deliverables.
Collaboration and Improvement -
• Works with other professionals to ensure we are operating in an environment that is co-ordinated at the least and collaborative and integrated at best.
• Ensure compliance and internal control requirements are met.
• Maintains high level of autonomy and professionalism.
• Accountability for managing activities which result from recommendations to our key high net worth clients and their families.
Client Services
• Solidifies existing relationships and creates new opportunities by initiating cross-referral opportunities.
As illustrated above this role offers the team member the opportunity to showcase both their technical skills and their interpersonal skills. The Andrews Group promotes, encourages, and financially supports personal and professional growth.
Knowledge and Skills
• Proficient with firm’s and The Andrews Group’s software including:
- Action
- Box
- Salesforce (Navigator)
- Welement
- Microsoft Office tools. Word, Excel, PowerPoint, Adobe, Outlook, Publisher
• Able to manage multiple projects simultaneously effectively and accurately
• Strong problem-solving skills
• Excellent oral and written communication skills
• Strong time management skills, accurate, efficient work, and ability to meet deadlines
• Proactive, intuitive, in looking for areas to improve efficiencies without comprising on the core principle of a positive client experience
• Receptive to and appreciative of constructive growth feedback
• Demonstrate professionalism through attire, communication, and discretion
Expectations
• To build upon their intuitiveness and curiosity to formulate strategy decisions.
• To understand and truly resonate The Andrews Group beliefs, purpose, commitment, and values in day-to-day activities.
• To have the desire to build this role into a challenging rewarding, career that allows you to accomplish your goals and fulfill your expectations.
The Andrews Group Offers its Employees
• Opportunities for learning, training, and professional development
• A comprehensive compensation package including health and dental benefits
• A culture that is engaging, supportive and dynamic
• Full reimbursement for approved courses
• $500 annual fitness benefit
• Free parking
Please send resumes to recruiting@ladderhr.ca
-Note: Please add position in tittle.
