Job Responsibility:

Executive Assistant to Principal Financial Advisor

Who We Are:

· For over 20 years Horner Financial has been focused on helping our clients create and follow a detailed, written financial plan

· We deal with all aspects of our clients personal planning, including investments, life and disability insurance

· As an independent firm we don't represent one company or its products but are free to shop and find the very best solution for each client's unique situation

· We aim to help our clients “Plan With Purpose” and attempt to help them get the best return on life that they can

· We are a small family run business with a caring culture for our team

Who You Are:

· An enthusiastic team player with exceptional telephone, communication, and interpersonal skills building client relationships

· Have the ability to quickly adapt to changing priorities relating to investment trades, GIC's, and follow up

· You have high standards and attention to detail while processing investment trades and paperwork

· Have the ability to solve problems quickly and independently.

· Self-motivated and proactive

· You have proficient computer skills,



preferably with client management software like salesforce

· Familiar with mutual funds, GIC's, and life insurance administration

· Have experience in the investment industry (5 years minimum)

These Skills Will Help You:

· Prepare and organize materials for client meetings and investments

· Proactively communicate with both clients and the Advisor regarding upcoming investment changes or inquiries

· Demonstrate attention to detail and precision in processing trades and paperwork

· Effectively prioritize tasks and manage time to meet deadlines

· Communicate a culture of credibility, dedication, and genuine care for our clients specific needs

Specifics about the role

· The position is full time 8:30-4:30pm daily Mon-Fri

· The salary is $45,000 minimum based on industry experience

· You would be the primary point of contact for the office and support the Principal Financial Advisor

Job Type: Full-time

Pay: From $45,000.00 per year

Advantages:

- Paid time off

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Barrie, ON L4N 1V1

📌 Executive Assistant to Financial Advisor (Barrie)
🏢 Horner Financial
📍 Barrie