Caldwell Securities Ltd. (“Caldwell”) is a majority employee-owned investment dealer that has been providing sophisticated and experienced investment and wealth management advice to individuals and corporations since 1981. Caldwell’s primary business includes investment management services; mutual fund sales;and retail and institutional sales. Caldwell is a member of theCanadian Investment Regulatory Organization (“CIRO”) and runs its own self-clearing operations.About the JobCaldwell Securities Ltd. is seeking anAdministrative Assistantto work part time in ourWhitby, Ontario branch office. This role will be supporting the Investment Advisor Team and Operations in our branch office. Ideally the job candidate will work Monday, Wednesday and Friday and/or other part time options.What will you do?Provide administrative/clerical supportDevelop and maintain excel, word and power point documentsWork on special projectsHelp maintain client account documentation by reviewing and updating online filesProvide world class client service to our valued clientsWork with Branch Advisors to create and implement prospecting strategiesOrganize meetings; and coordinate with meeting attendeesOrganize events/seminars for clients and prospectsResearch and resolve inquiries and issues related to accountsReceive and distribute mail/couriersPrepare and file documentsGreet visitors and take care of receptionArrange drinks and meals for visitors and/or staff, as requiredWhat do you need to succeed?A post-secondary degree is an asset (business related diploma or degree); and new graduatesare welcome to applyStrong communication skills – verbal and writtenPrevious financial service / brokerage industry experience (an asset)Investment Industry Courses and designations are an asset; and/or you are willing to take the Canadian Securities Course (CSC),if you have not have any investment industry courses/designations.Good mathematical acumenExceptional client service skillsExcellent interpersonal skillsProactive, problem solver, analyticalGreat attitude and personableReliable member of the team and a strong ability to work by yourselfA can-do, proactive approach to learn and growAbility to plan, organize, and prioritizeAbility to deliver and follow through to the end on projectsProficiency with PowerPoint, Excel, CRMs, and OutlookStrong technology acumen: a willingness to learn industry software, WebEx / Zoom and TeamsGood knowledge of social media, the ability to work with marketing and/or post online for the branchWhat we offer?Some flexibility for parents with school age childrenBase Salary of $45 - $65,000 per annum (prorated for part time work) depending on your experience and industry courses.Discretionary performance bonus opportunities and group benefitsProfessional Development through Industry Courses and designations (e.G.: CSC, CPH, WME, Investment Representative/ Registered Representative Designation)A progressive, and high performing teamJoin Caldwell and be part of a highly engaged and collaborative team, where employees:(i) can reach their full potential,(ii) consistently deliver high-quality client experiences; andCaldwell is an equal opportunity employer.Caldwell Securities Ltd. is committed to the principles of employment equity and diversity. We are dedicated to removing barriers in the recruitment and selection processes. We encourage members of equity seeking groups, including people with disabilities, to apply. Should you require accommodation, we will take into account your accessibility requirements. If we call you for an interview or any selection process, please notify us about your accommodation needs.We thank all applicants; however, only those selected for an interview will be contacted.Caldwell does not use Artificial Intelligence for screening job candidates.#J-18808-Ljbffr

📌 Sales Assistant (Financial Services, Whitby, Ontario) - C$45,000 - C$65,000 A Year - Part Time (Winnipeg)
🏢 Caldwell Securities
📍 Winnipeg