JOB TITLE:  Assistant to Advisor Team

 

BRANCH NAME:  Alvista Advisory Group an independent branch of Assante Financial Management Ltd.

 

BRANCH LOCATION:  Toronto, ON

 

POSTING DATE:  August 26, 2022

 

APPLICATION DEADLINE:  October 15, 2022

 

HOURS PER WEEK:  40

 

CONTACT:  (vivianavmoniz@assante.com) 

JOB DESCRIPTION

 

Alvista Advisory Group is a boutique financial advisory firm located in West Toronto, serving clients since 1973. We advise business owners in the areas of Wealth Accumulation, Wealth Preservation, Estate Planning and Group Compensation solutions. Our goal is to continue building a practice of unparalleled service through long lasting relationships with existing clients, their families and friends.

 

In this role, you will be the first point of contact for our clients on the phone or in person. You will be supporting multiple advisors by providing administrative support and top-level client service. It’s an excellent personal growth opportunity for an organized, efficient, and detail-oriented individual with strong relationship building skills.

 

This is a full-time position offering competitive compensation and benefits.

 

RESPONSIBILITIES

• Support a group of advisors with general administration
• Respond to all inquiries promptly and directly to the appropriate team member, as required
• Prepare for and coordinate all meetings, document and summarize meeting notes
• Maintain all office related matters i.e., supplies, computers, office set-up, mail, and electronic and physical files. 

QUALIFICATIONS 

• Related post secondary education is considered an asset

EXPERIENCE 

• 1-2 years of financial services administrative experience is an asset 

KNOWLEDGE, SKILLS AND ABILITIES 

• Excellent written and verbal communication skills
• Detail oriented
• Professionalism and strong interpersonal skills
• Self – Motivated with the ability to work independently and muti-task
• On-going commitment to professional development
• Proficient in Microsoft Office Suite, including Excel and Word
• Working proficiency in English and Spanish, Portuguese or Italian is an asset

ADDITIONAL NOTES

 

Alvista Advisory Group an independent branch of Assante Financial Management Ltd. welcomes 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: vivianavmoniz@assante.com