Administrative Associate/Associate Advisor
Job Description
Company Description
MKAB Wealth Management is a Financial Advisor Team, located in Mississauga ON. We provide estate planning and holistic financial planning to business owners and Healthcare Professionals. We are growing and looking for an admin/support person.
Role Description
This is a part-time, on-site role for an Administrative Associate/Associate Advisor at MKAB Wealth Management LTD., located in Mississauga, ON. The primary responsibilities include managing administrative processes, assisting with client communication, handling invoicing tasks, and providing support in finance-related functions. The role involves working closely with clients to ensure excellent customer service and supporting the overall operations of the organization.
Qualifications
- Proficiency in Administrative Processes, including organizing files, scheduling, and maintaining records
- Strong Communication and Customer Service skills to interact with clients and team members effectively
- Experience with Invoicing and a basic understanding of Finance concepts and processes
- Detail-oriented and organized, with the ability to manage multiple tasks efficiently
- Proficiency in using standard office software and tools
- IFC (Investment Funds in Canada) Course or CSC (Canadian Securities Course) background a PLUS.
We are looking for someone to join our team part-time, with the potential of going full-time. Great option if you are looking to grow within the financial planning/wealth management industry. Must be willing to learn and get licensed as you work.
How to Apply
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Frequently Asked Questions
Who is hiring?▼
This role is with MKAB Wealth Management LTD. in Mississauga.
Is this a remote position?▼
This appears to be an on-site role in Mississauga.
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What skills are needed?▼
Refer to the "Job Description" section above for a detailed list of required and preferred qualifications.