Licensed Associate

Our practice is located in Calgary, Alberta. We provide a full range of financial products and services to entrepreneurs, professionals and business owners in the Calgary area and have been in practice for more than 22 years. Position Summary The Licensed Associate provides complete support as well as develops, implements and maintains support systems, while operating in a fast-paced, confidential, multitasking environment.

Situations may arise when variations in workloads, periodic responsibilities, or special projects and events require overtime work for the job to be completed. Responsibilities · Receive client inquiries on behalf of the Advisor and determine appropriate course of action. This may include proactively investigating and resolving client problems and recording the nature of the inquiry and advising the Consultant. · Contact clients and schedule appointments for the Consultant. · Sorting/distributing incoming mail and maintaining and updating email correspondence; · Processing/reviewing daily business transactions regarding client accounts and managing/updating client databases; · Preparing and maintaining client files, paperwork, and meeting notes; · Managing/updating client databases; · Updating and managing client financial plans. · Support client events by booking sites and sending marketing material to clients and prospects.

Qualifications · Completion of the Canadian Securities Course and Conduct and Practices Handbook · Minimum 5 years administrative experience in the financial services industry; · Strong computer skills with the Office 365 (Outlook, Word, Excel, Power Point); · Customer service orientation with a demonstrated ability to interact professionally with clients; both in a virtual environment and in person; · Discretion and ability to organize and prioritize multiple tasks under tight deadlines. Other Information This is a full-time position offering a competitive salary Flexible schedule