Larouche Private Wealth Management in Timmins is currently seeking a full-time Client Service Coordinator. We provide a full range of financial products and services to High Net Worth families, entrepreneurs, professionals and business owners in Ontario.

Drawing on previous experience in an administrative role, you will be responsible for providing complete administrative support in the execution of the practices business plan while operating in a fast-paced, confidential, multi-tasking environment. You must be a self-motivated, highly organized individual with an ease for communication and a passion for client service.

Responsibilities

Provide full administrative support to a large financial planning practice including but not limited to the following:

• Handle day-to-day client service and account requests;
  
• Support investment transactions within your licensing and authority;
• Confirming client appointments;
• 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 digital files, paperwork, and meeting notes;
• Managing/updating client databases;
• Managing office supply inventory;

• Ensure the cleanliness and organization of the office space; 

Qualifications

• Administration Diploma or other Post-secondary degree in a relevant discipline or equivalent experience;
• Minimum 3 years administrative experience preferably in the financial services industry;
• Strong computer skills with the MS Office Suite (Outlook, Word, Excel, Power Point) and experience with a contact relationship management system;
• Customer service orientation with a demonstrated ability to interact professionally with clients both on the phone and face-to-face;
• Discretion and ability to organize and prioritize multiple tasks under tight deadlines;
• Excellent written and verbal communication skills;
• Strong attention to detail and accuracy, particularly with numerical data.;

• Ability to handle confidential information with integrity and discretion.

• Bilingualism is preferred (French and English)

Other Information

• This is a full-time position, offering a competitive compensation;

To apply

• E-mail resumes to [email protected]