Job Title

Job Brief Gold Leafs Financial Services Associate plays a crucial role in providing exceptional support services to both the Wealth Management team and their clients. Their wide range of responsibilities and expertise enable them to effectively address client queries, prepare informative portfolio reports, create presentations and proposals for client meetings, and ensure accurate and timely account setup. Additionally, they are responsible for scheduling meetings, emailing clients, and managing communications to facilitate seamless client interactions. Financial Services Associates are an essential part of the team and contribute significantly to the success of Gold Leafs Wealth Management services. Responsibilities: Administrative Support: Provide comprehensive administrative assistance to Advisors, including scheduling and organizing meetings, booking client appointments, completing post-appointment notes, and managing follow-up tasks for the team. Task Management: Oversee the assignment and completion of tasks within the administration team, ensuring efficiency and accountability. Task Clarification: Facilitate clear communication by providing detailed information on assigned tasks to all team members. File Maintenance: Maintain organized files in compliance with guidelines, ensuring notes are saved appropriately, trades are documented, and client requests are accurately recorded in Salesforce. Client Onboarding: Manage the onboarding process for new clients, ensuring a smooth and efficient transition. Client Inquiries: Respond promptly and effectively to client inquiries, such as account questions and fund redemptions. Vacation Backup Coordination: Arrange and coordinate vacation backup support for the reception area. Issue Resolution: Collaborate closely with the Administrative Manager to address and resolve any arising issues, with regular meetings to discuss day-to-day operations. Employee Training: Coordinate and oversee the training process for new employees, ensuring they are well-prepared for their roles. Skills/Qualifications: Interpersonal Skills: Exceptional ability to develop and maintain strong working relationships based on mutual trust and rapport. Attention to Detail: Highly detail-oriented with a strong commitment to accuracy and thoroughness. Communication Skills: Excellent oral and written communication abilities, capable of conveying information clearly and effectively. Teamwork and Independence: Proven ability to work both independently and collaboratively within a team environment. Technical Proficiency: Advanced knowledge of MS Office Suite (Word, Excel, Outlook) and other relevant software programs. Service-Oriented Attitude: A positive and proactive approach to providing outstanding service and support. Educational Background: A college or university degree in a relevant field is required. Compensation The salary range for this position is $45,000 to $60,000 , depending on the candidates experience, skills, and qualifications. We thank all applicants for their interest; however, only those selected for an interview will be contacted.