Love & Persson Group is searching for an enthusiastic, detail-oriented individual to join our financial services division, LPG Wealth. The successful candidate will join our existing administrative team and be responsible for assisting our 5 financial advisors in delivering exceptional service to clients. No experience in the financial services sector is required, we are willing to train if you are willing and able to learn!
Skills Required
· Must have a demonstrated ability and willingness to learn
· Must have proficiency with Microsoft Office and other similar products
· Must display excellent organizational skills, attention to detail and ability to prioritize work to meet deadlines
· Must have completion of Grade 12 or equivalent
· While previous experience in industry is not required, it would be considered an asset
Main Duties
· Assist financial advisors with preparing paperwork and processing investment and insurance transactions
· Answer telephone and book appointments with clients
· Track and prioritize follow-ups for investment transfers
· Maintain and organize client investment and insurance files
Benefits
· Competitive market salary
· Employer-paid health and dental benefits package
· Employer-matched retirement savings plan
· Paid continuing education
If you feel that you are the right candidate, please provide us with a resume. We appreciate all interested applicants, however only those selected for an interview will be contacted.
Job Types: Full-time, Permanent
Salary: $16.00-$20.00 per hour
Benefits:
Schedule:
Work Location: One location
Senior Mechanical Design Engineer required. Our client is a thriving and vibrant practice of mechanical and electrical consulting engineers that...
Apply For This JobWe are seeking a dedicated and organized Part-Time Office Assistant to support our Planning and Development Department. As an Office...
Apply For This JobJob Brief: Be Agent is the most advanced platform that provides advanced software solutions to travel agents in the world...
Apply For This Jobbr{display:none;}.css-58vpdc ul > li{margin-left:0;}.css-58vpdc li{padding:0;}]]> Project Coordinator For Those Who Seek To Redefine The greatest achievements in history are borne...
Apply For This JobThe Housekeeping Worker is responsible for cleaning and disinfecting public, patient and office areas including the collection of waste. This...
Apply For This Jobbr{display:none;}.css-58vpdc ul > li{margin-left:0;}.css-58vpdc li{padding:0;}]]> Reception Supervisor – Nutfield Priory Hotel & Spa – Live in available Do you know...
Apply For This Job