Administrative Assistant for Financial Advisor

Part-Time Hours:  20 hours per week.

Fridal Financial is a trusted provider of financial solutions designed to empower individuals and businesses to make informed financial decisions. Based in London, ON, the company is dedicated to delivering personalized services that cater to clients' unique needs. Fridal Financial is committed to building long-lasting client relationships by maintaining high standards of professionalism and integrity. Our team works collaboratively to ensure exceptional client experiences and sustainable financial growth.

We are currently searching for an individual to fill an administrative support role for an established Financial Advisor. This role ensures the smooth running of an established financial services practice and contributes in attaining continued growth by providing superior administrative support to the Advisor. This is a part-time hybrid role for an Administrative Assistant based in London, ON, with flexibility for remote work and potential to progress into full time.

The Ideal Candidate

You will act with the utmost confidentiality when organizing, coordinating, and providing administrative support to the Advisor, while maintaining our shared goal of creating meaningful relationships and an exceptional experience for our clients. You are a highly organized, detail-oriented, self-motivated individual who is competent in prioritizing tasks and working with little supervision. You are the kind of individual who thrives on paying attention to ‘the little things’ that make a client experience exceptional.

Qualifications

• Previous success in a financial advisor support role an asset.
• Excellent computer skills and a high proficiency with a variety of computer software programs including, Microsoft Word, Excel, Power Point, Outlook as well as experience using a CRM tool.
• Positive attitude, exceptional people skills: interpersonal and communication
• An effective multi-tasker, flexible and adept at handling fluctuating workloads
• Outstanding organizational skills with a high attention to detail, ability to prioritize and work to deadlines
• Highly adaptable, agile and poised when faced with change and/or ambiguity
• Professional integrity and commitment

Responsibilities

• Providing administrative support to the Advisor and their clientele in a professional manner
• Client interaction; answering, screening, prioritizing, and responding to phone calls and emails
• Product company interaction; various insurance companies and investment/mutual fund dealers
• Data entry, problem resolution, transaction follow up, generating reports as required
• Presentation preparation, marketing support and filing
• Preparing and maintaining electronic and paper client files

 We thank all the Applicants, however, only those under consideration will be contacted