Job Title

Shoemaker Plaxton Group Private Wealth Management is a leading Toronto based team that provides a full range of financial products and services to families, lawyers, entrepreneurs, and executives in Toronto & surrounding areas. Drawing on previous experience in the industry, you will be responsible providing administrative support, with a lens of continuous improvement to support and improve systems for servicing the growing client base. You must be a self-motivated and disciplined individual with an entrepreneurial spirit.YOU WILL:Accurately entering and processing Client Trades (including deposits, withdrawals, transfers, systematic plans) as directed by the Advisor in a timely mannerInput client information into financial planning software and update annually or as neededIllustration of insurance quotes and processing insurance policy placing paperworkPrepare annual tax packages to be shared with external accountantsSupport the Advisor with the ongoing Client Servicing, engaging the Advisor when Client Portfolios require suitability reviews, KYC updates or investment recommendationsMaintain complete and accurate Client Files and ensuring all Client interactions are fully documentedMaintain account lists, track client documentation and provide suggestions for ongoing process improvementAd hoc support to Advisors and Associate as neededEDUCATION, SKILLS & REQUIREMENTS:Experience in a financial service advisory firm (required)Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), Life License Qualification Program (LLQP) or willing to obtain - Preference will be given to those with an LLQPPost-Secondary EducationStrong organizational and project management skills, ability to multi-taskSuperior problem solving, ability to consider the impact of various decisions and communicate them accordinglyProactive leadership, willingness to communicate items that need attention to the greater team for prioritizationExcellent, effective communications skills verbal and writtenAbility to work collaboratively with all members of the practiceAdvanced knowledge of technology, tools and software, specifically proficient in CRM Tools (Salesforce) and Microsoft Office Suite of Tools #J-18808-Ljbffr