Office Manager

JOB TITLE:  Office Manager

BRANCH NAME:  The Andrews Group, an independent branch of Assante Capital Management Ltd.  

BRANCH LOCATION:  London, ON

POSTING DATE:  November 7, 2022

APPLICATION DEADLINE:  November 25, 2022

HOURS PER WEEK:  40

CONTACT:  (CButnari@assante.com)

JOB DESCRIPTION

Do you want to make a difference in the lives of others? We are looking for an Office Manager who is dynamic, collaborative and passionate about client service, team operations and growing the business together. 

Assante Wealth Management is a well-established firm providing exceptional and trusted wealth planning advice to discerning clients. The Office Manager is a key member of the team who will provide outstanding support to clients. They will also oversee administrative support while ensuring the office runs smoothly.

This is a fantastic long-term opportunity to learn the financial planning business, grow your skills, and join an evolving business. If you are looking for a long-term career in financial services with the opportunity to grow, this position is for you.

Learn more about our values and our team @ https://www.andrewsgroup.com/

WE ARE LOOKING FOR AN OFFICE MANAGER WHO:

• Is seeking a career that supports personal and professional development and rewards reliability and commitment
• Will build long term client relationships based on trust and transparency
• Will value accountability and seek growth in the role commensurate with experience and development
• Will work closely and collaboratively with colleagues with a shared focus on delivering exceptional and seamless client service
• Foster a positive atmosphere and build team culture
• Has proven written and verbal communication skills
• Values attention to detail, time management and event planning
• Is competent with technology
• Post-secondary education and experience are an asset  

RESPONSIBILITIES

• Manage advisors’ calendars and scheduling all client meetings
• Communicate meeting details to those involved
• Prepare paperwork and processing of account opening, executing trades, transfers, and follow up on execution
• Collaborate with advisory team to maintain dynamic, relevant processes 
• Will monitor the compliance process while ensuring all standards are met
• Answering phones and providing outstanding customer service
• Client Service Calls – follow up with clients to abreast of any changes personally and financially
• Greet clients
• Organize workshops/events
• Communicate with clients & other professionals such as lawyers and accountants
• Perform other duties as needed
• Maintain accuracy, confidentiality, privacy, and integrity at all times

QUALIFICATIONS

EXPERIENCE

• 2-3 years of experience in a similar office role
• 2 years of experience in the financial services or related industry

EDUCATION/TRAINING

• Completed courses in the financial industry are considered an asset.

KNOWLEDGE, SKILLS, AND ABILITIES

• Proven written and verbal communication skills
• Values attention to detail, time management and event planning
• Foster a positive atmosphere and build team culture
• Is competent with technology 

WHY US?

• Engaging & supportive team dynamic
• Training & development opportunities with a tuition reimbursement program
• Opportunity to grow
• Flexibility and Autonomy
• Competitive compensation of $55, 000 - $65, 000 (depending on experience)
• Health & dental benefits
• RRSP Matching Program after 1 year
• $500 annual personal benefit
• Free parking downtown London

ADDITIONAL NOTES

The Andrews Group, an independently owned and operated branch of Assante Capital Management Ltd. we welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment process. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.

 

Please apply with your current resume to: CButnari@assante.com