Job Title

Job Overview This position''s primary focus is to assist with account management by using your strong administration, communication, and interpersonal skills. North 49 Wealth Management Inc. is an independent investment advisory firm offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. In partnership with Investia Financial Services, North 49 is backed by one of the largest financial institutions in Canada yet maintains the ability to offer non-proprietary unbiased financial advice & services uniquely tailored to a client''s specific needs. Responsibilities Greet visitors and clients in a courteous and professional manner at the front desk; Provide exceptional customer service by addressing inquiries promptly and professionally; Foster and support client relationships by liaising with clients, responding to requests, and proactive problem solving; Proactively manage incoming and outgoing phone calls with clients; Manage scheduling, appointment setting, and calendar management for staff and clients; Maintain organized filing systems both electronically and physically; Support administrative tasks such as photocopying, faxing, mailing, and document proofreading; Process, follow up on, and file all necessary client transactions and transfers; Be involved in preparing and reviewing daily reports, client correspondence, and taking ownership of project work; Open and/or close accounts and manage all documentation requirements to do so, paying very close attention to details; Become proficient in all office software necessary to do the job both effectively and efficiently (CRM Software, Univeris, MS Office); Update accounts and create bi-annual portfolio reviews; and Ensure that the general tidiness of the office is maintained. Requirements/Qualifications Drawing on industry experience in a financial services firm, the candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. You bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service. Training will be provided, but the following attributes will be key considerations in the hiring process: Proven clerical or administrative experience in an office setting; Strong computer skills with proficiency in Microsoft Office (Word, Excel), Google Workspace, and data entry software; Excellent organizational skills with the ability to multitask effectively in a fast-paced environment; Exceptional phone etiquette with experience managing multi-line phone systems; Attention to detail for proofreading documents and maintaining accurate records; Strong customer service skills with a friendly and professional demeanor; Ability to handle filing systems efficiently and independently, maintaining confidentiality of sensitive information; and High school diploma is a minimum, but a diploma or degree preferred; additional administrative training is advantageous. Key Skillsets Attention to details; Critical thinking; Initiative; Ability to work independently; and Ability to interact with clients. Job Type: Full-time Pay: $20.00-$25.00 per hour Expected hours: 40 per week Benefits: Casual dress On-site parking Paid time off Work Location: In person