We’re hiring! Join our team, committed to providing elite financial planning services to our clients including wealth, investment, tax, estate, insurance, retirement planning products. Action Financial Group - iA Private Wealth is an inclusive and driven team that values the impact that effective financial planning can have on clients’ quality of life and investment goals.

We are a small and highly motivated team that offers opportunity for growth, development and mentorship from our financial planners. Our compensation package includes a competitive salary, paid time off, and extended health benefits. Additionally, we provide continuous educational opportunities and training and development initiatives to all staff members to ensure our clients are provided with premium service, and our employees can continue to grow and develop personally and professionally.

Information

Location: St Thomas Ontario (onsite)

Job Type: Full-time

Category: Administrators

Job Title: Administrative assistant

Responsibilities include contacting existing clients to schedule meetings; preparing and processing documents for client meetings; maintaining client records.

Attention to detail is an important attribute. Preference will be given to candidates with some office experience and those who can demonstrate punctuality, reliability, ability to learn quickly, handle multiple tasks, and manage their time and tasks.

Please visit our website before applying to learn more about our team: www.actionfinancialgroup.com.

Requirements





· Post secondary education in financial services or business administration is an asset

· Experience in a Licensed Assistant / Client Administrator Service role is an asset

· Ability to balance multiple projects concurrently while ensuring attention to detail and adherence to deadlines

· Commitment to engaging in a team setting and willingness to work independently on assigned projects

· Exceptional time management skills and ability to work as a team and individually

Working Conditions

This position operates within a standard office environment. At times it can be fast paced and requires time management and task prioritizing to ensure deadlines are met. Individual work spaces are provided for comfort and to make physical distancing effective.

Action Financial Group iA Private Wealth is an equal opportunity employer and is committed to diversity and inclusion to ensure a barrier-free employment prospect for all candidates. We provide accommodations at all stages of the recruitment and hiring process in accordance with Human Rights and accommodation legislation upon request.

Pay: $40,000.00-$55,000.00 per year

Benefits:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Ability to commute/relocate:

- St. Thomas, ON: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Do you have a college diploma or university degree?

Experience:

- Office: 1 year (required)

Language:

- English (required)

Work Location: In person

📌 Client Services Administrator (St. Thomas)
🏢 Action Financial Group
📍 St. Thomas