Walker Family Financial - 4 emplois
Kitchener, ON
Détails de l'emploi :
Avantages :
We are seeking a driven, sharp, and detail-oriented Executive Assistant to support our team of 2–5 members in driving daily office operations and client management. This is not a typical administrative position: you will be directly exposed to complex financial, tax, and insurance scenarios, playing a critical role in supporting our high-net-worth clientele.
If you currently live outside the area, and are looking for a career opportunity paired with a lifestyle upgrade in a premier outdoor and tourist community, we will help facilitate your relocation to Owen Sound.
Key Responsibilities
Manage complex calendars, schedule executive meetings, and maintain office workflow.
Act as a primary liaison between advisors, partners, and high-net-worth clients, maintaining absolute confidentiality.
Coordinate client meetings, prepare account documentation, and manage follow-ups.
Perform detailed data entry, records management, and document preparation using Microsoft Office and internal tools.
Assist with financial reporting, file reviews, and specialized client projects as needed.
Qualifications & Requirements
Work Preference: Must be fully committed to working in-person at our Owen Sound office.
Industry Experience or Professional Licensing (Preferred):
Life Insurance License (LLQB), Securities license, or Mutual Funds license, OR
A background in accounting with a CA or CPA designation (a strong asset for assisting with high-net-worth tax and holistic planning).
Strong proficiency in the Microsoft Office Suite (Word, Excel, Outlook).
Exceptional organizational skills, attention to detail, and proactive problem-solving abilities.
Post-secondary degree or equivalent relevant professional experience.
What We Offer
Competitive compensation package.
Relocation Assistance: We will help the right candidate transition to the Owen Sound area.
A stable, high-value career in an expanding financial management firm.
The opportunity to work and live in a vibrant, natural paradise near Georgian Bay and the Niagara Escarpment.
Based in Owen Sound, Walker Family Financial is an independent wealth advisory firm with a 45+ year legacy of serving high-net-worth individuals, business owners, and families. Partnered with Q Wealth Partners, we deliver comprehensive investment management, tax, insurance, and estate planning with a client-first mission to amaze people by giving them more than they ever expected. We are a firm built on strong personal relationships, teamwork, and an in-office culture that values both professional excellence and local lifestyle.
Company DescriptionBased in Owen Sound, Walker Family Financial is an independent wealth advisory firm with a 45+ year legacy of serving high-net-worth individuals, business owners, and families. Partnered with Q Wealth Partners, we deliver comprehensive investment management, tax, insurance, and estate planning with a client-first mission to amaze people by giving them more than they ever expected. We are a firm built on strong personal relationships, teamwork, and an in-office culture that values both professional excellence and local lifestyle.Partager un emploi :
