As a Service Associate, you will help bridge the relationship between the advisors and their clients. You are responsible for the start to finish process of client meetings and a vital part of the day-to-day operations of The Steele Group. This role provides top-notch customer service, addressing client inquiries and facilitating smooth interactions, thereby contributing to the firm's commitment to exceptional client experiences and financial success.

We are seeking a skilled professional to join our team in a role that focuses on performance and expertise, rather than sales targets. This is an opportunity to showcase your abilities and contribute to our success without the pressure of meeting sales goals. If you are a motivated individual with a strong skill set and a desire to excel in a performance-driven environment, we would love to hear from you.

Job Overview
This role is particularly well suited to dedicated self-starters who enjoy challenges, thrive on problem solving, and pride themselves in their excellent communication and interpersonal skills. An understanding of the financial services sector is an asset - particularly in areas such as Investments, Insurance, Company Benefits & Pensions. This role requires the ability to adapt quickly and comfortably to change and handle stress in a high-pressure environment with strong time-management and prioritization skills.

Service Associates provide superior service by being proactive in meeting client needs. This role supports the client relationship through interacting directly with team members, advisors, and clients to ensure meeting readiness and successful completion of post meeting action items.



This role also includes other practice management tasks on an as needed basis such as ad hoc research and completion of miscellaneous administrative projects.

It's key to maintain a positive, friendly, and motivated environment within the team while adapting to our changing business needs.

Company Overview
We educate our clients - individuals, employees and human resource professionals - about the financial products available on the market today. We help our clients to make informed decisions about the options that are available to them in order to meet their specific needs. Our entire philosophy revolves around empowering our clients in their financial planning process for themselves, their employees or their families. We simply make your money work harder in everything we do.

Duties and Responsibilities
Prep

OneNote Creation

Update or Create Financial Plan shell

Generate client reports

Prepare Documents in preparation of meeting

Ensure quality output is maintained with low ratio error reoccurrence

Execute adhoc advisor requests

Processing

Ensure completeness and accuracy of all market-based trade instructions within MFDA Standards

Responsible for execution and completion of all action items outlined in the advisor client meeting notes

Actioning adhoc client requests

Transfer tracking and follow up

Responding and actioning client inquiries

Processing Insurance Premium payments in a timely manner

Other

Responsible for assisting with calendar management and managing client requests as needed

Prepare and deliver monthly/quarterly client reports

Sundry duties/projects as assigned

Technical Skills

Windows 10

Microsoft Office programs: Outlook, Word, PowerPoint, Excel

Calendar management software: Calendly

Team collaboration software: Microsoft OneNote, Teams

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📌 Service Associate (Ontario)
🏢 The Steele Group
📍 Ontario