Evolv Financial Solutions is a boutique financial services firm located in Burlington, Ontario. Our mission is to be the firm of choice for individuals, families, and small business owners across the GTA & Golden Horseshoe. We provide a full range of personalized wealth management, insurance and retirement products and services to meet our clients’ needs and help them achieve their financial goals.
We are a team of seven high-performing financial services professionals with complimentary skills. Each of us is committed to reaching common goals: growing our business while generating value and delivering an exceptional experience for our clients each & every time we work together. We’ve built a reputation for being more than your typical financial services firm.
Job Summary
We are seeking a highly organized and detail-oriented Administrative Assistant to join our team. Our ideal candidate will a self-starter who brings positive, charismatic energy to the role. You have exceptional communication skills, a strong sense of initiative, and the ability to manage multiple priorities.
**There is opportunity to progress within the firm
Responsibilities
- Calling clients to schedule portfolio reviews
- Attend client meetings with Advisor/Associate Advisors both in-person and Zoom and prepare concise, complete notes in conjunction with Gen AI Notes Assistant, to ensure key discussion points are captured and compliance obligations are met
- Provide administrative support to advisors and Licensed assistants
- Place trades and open accounts
- Generate Portfolio Summary Report.
- Prepare replacement declaration form; to be completed by the advisor so it can be sent after meeting for e-signature.
- Generate Portfolio Insights reports.
- Check KYC compliance date, if expiring, prepare Risk Assessment.
- Calculate if rebalance to existing portfolio is needed.
- Prepare charts for switches and/or rebalances.
- Prepare charts for existing AWDs/PACs
- Prepare current income distribution charts.
- Prepare transfer charts.
- Obtain AAs and GICs maturity details.
- If the client is moving into Fee based funds, check if there is an existing fee agreement.
- Prepare Risk Assessment.
- Prepare One Plan with CDFs information received.
- Prepare charts for to create AWDs/PACs
- Prepare projection of income distribution charts.
- Prepare transfer charts.
Qualifications
- Strong communication skills (written, telephone and in person)
- Must be proficient using Microsoft Outlook, Word, Excel and Powerpoint
- CRM management – Salesforce knowledge an asset
- Previous experience in the financial services preferred but not mandatory
- Experience using Salesforce an asset
We encourage you to visit our website and learn more about us. If you’re ready for a job change and you think you’d be a good fit, we want to hear from you!
https://advisor.sunlife.ca/evolv.financial/about/
Job Type: Full-time
Pay: $54,500.00-$56,500.00 per year
Benefits:
- Dental care
- Extended health care
- Life insurance
- On-site gym
- In office parking
- Paid time off
Licence/Certification:
- LLQP (preferred)
- MFDA (preferred)
Work Location: Hybrid remote in Burlington, ON L7L 6C7