Aspire Financial Services Inc. is currently on the hunt for an administrative professional to join our team as an efficient right-hand to our Financial Advisor and Office Manager.

In this dynamic position, you will be challenged in the face of varying roles within the financial planning organization. Beyond that, should your ambition take you to the next level, the opportunity to grow into a Financial Advisor position is achievable and supported.

Life’s Brighter Under the Sun

As a contracted member of the Sun Life Financial group of companies, Aspire is a reliable team working to ensure professionals, business owners, and families who are planning for their future retirement or living it now, feel financially secure.

At Aspire, we take a holistic approach to understand each client’s world and help them attain the freedom and security they deserve. We deliver this goal by following our core philosophy:

Achievement – Be the go-to resource for professionals looking for comprehensive long-term retirement strategies.

Focus – Stay connected to the Aspire values and their delivery, motivating clients to stay on target, and adjust with life changes.

Care – Have a team that always cares, be a support for clients, and take the time to listen.

Duties and Responsibilities

As a key member of the team, you will work to deliver exceptional client experience, ensure opportunity is always on the horizon, and overall support the advisory team to help create a smooth, efficient office environment. You will do this by:

· Understanding the advisors’ workflow to schedule appointments with existing clients and new prospects to generate sales opportunities

· Providing personalized customer service and administrative support to clients via telephone, email, and in person

· Generating reports and handling sensitive/confidential documentation by following regulatory compliance standards





· Completing form processes through our insurance providers

· Managing office tasks such as filing, client data system updates, generating reports, developing presentations, and setting up for meetings

· Supporting the advisor and team to create marketing/sales opportunities by mining client data, developing/coordinating campaigns, client service proactive contact, etc.

· Completing special projects in support of the advisor when needed

Qualifications

· Possess a minimum of 3 years administrative experience ideally working within a financial services environment

· Experience with financial planning, client relationship management (CRM), and portfolio management (PM) software is an asset

· Strong communication and interpersonal skills with the ability to provide effective and efficient customer service

· Exemplary computer skills with proficiency in Microsoft Office and the ability to quickly learn recent programs and systems

· Proven ability to multi-task and manage time effectively using critical thinking skills and detail-oriented focus to prioritize tasks

· Resilient in the face of a challenge by being proactive and self-starting

· Consistently practices composure, integrity, and transparency when working with internal and external parties

· Strong relationship-building skills and desire to be a part of a team, but versatile when confronted with an independent task

· Diploma/Degree in Business Administration or equivalent an asset

· Investment licensed or LLQP licensed (or ability to attain) is an asset, although not required

· Actively pursuing financial planning courses is an asset, not required

This is a full-time position with a competitive salary and benefit package.

We thank all those that apply, however, only those that meet the qualifications of this role will be contacted.

Benefits:

- Dental care
- Extended health care
- Life insurance
- On-site parking
- Vision care

Work Location: In person

📌 Adminstrative Assistant, Financial Services (Canada)
🏢 Aspire Financial
📍 Canada