Santos & Associates Private Wealth Management
Newmarket, ON
Posted 4 days ago
Job Details:
$45,000 - $50,000 / year
Full-time
Management
- Support the financial planner with client service, administrative tasks, meeting preparation, documentation, follow-ups, and maintaining client records
- social media postings, marketing events
- Organized, professional, detail-oriented, strong communicator, comfortable working with confidential financial information, and interested in financial planning.
- Client communication, scheduling, preparing meeting materials, processing paperwork, CRM updates, follow-ups, and general office administration.
- Administrative or financial-services experience preferred; strong Microsoft Office skills; financial industry experience is an asset.
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