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Position: Office Coordinator

Company: Assante Wealth Management/The Andrews Group

Location: London, Ontario 

Office Coordinator – The Andrews Group
We are excited to be supporting one of our clients in the wealth management field in their search for an Office Coordinator.
Do you want to make a difference in the lives of others? We are expanding our team and looking for a dynamic and collaborative individual who is passionate about client service, team operations and growing the business together.
Assante Wealth Management

The Andrews Group is a well-established firm providing exceptional and trusted wealth planning advice to discerning clients and business owners for over 35 years. The Office Coordinator is a key member of the advisory team who will support the lead advisors in a variety of planning activities for clients and collaboratively interact with the operations team to create and execute business development strategies.

This is an exceptional long-term career opportunity in a progressive wealth management firm.

Why Join Our Team?

The Andrews group encourages and supports personal and professional growth with skill development, opportunities, and consultation on role development. We offer comprehensive onboarding, interactive training with well-defined work processes and workflows

We are looking for an Office Coordinator who:

  • Is seeking a career that supports personal and professional development and rewards reliability and commitment

  • Will build long term client relationships based on trust and transparency

  • Will value accountability and seek growth in the role commensurate with experience and development

  • Will value incorporating well-being into the team and client experience (wellbeing isn’t likely to resonate with candidates so would suggest removing this statement)

  • Has proven written and verbal communication skills

  • Values attention to detail, time management and event planning

  • Is competent with technology

  • Post-secondary education and experience are an asset

  • Completed their Canadian Securities Course (CSC) (considered an asset)


Learn more about our values and our team @ www.andrewsgroup.com  

Responsibilities:

  • Coordinate and maintain the client wealth portal of clients

  • Facilitate, monitor, and execute client requests and deliverables

  • Participate in business development and community activities such as workshops, client appreciation events, networking events, video/blogs, etc.

  • Collaborate with the social media consultant to assist in the creation of marketing materials/posts

  • Support the lead advisors with a variety of planning activities for clients

  • Prepare for client meetings focusing on strategy and planning

  • Schedule and communicate meeting details

  • Assist the wealth planner and client service associate assigned to the client to strategize the best approach

  • Communicate with clients’ other professionals such as lawyers and accountants

  • Prepare paperwork and processing of account opening, executing trades, transfers, and follow up on execution

  • Manage advisors’ calendars and schedule all client meetings

  • Collaborate with an advisory team to maintain dynamic, relevant processes

  • Perform other duties as assigned by the lead advisor

  • The successful candidate will be asked to complete the Canadian Securities Course (CSC) as soon as possible upon hire if they don’t already have it


A Day in the Life:

  • Client Communication and Interaction - Check emails. Get back to any client emails then deal with any other emails and create tasks from emails.

  • Client Activities/tasks – review CRM

  • Client Appointments – Organize, coordinate, phone, email appointment meeting schedules & reminders

  • Administration - Settle outstanding trades & review to confirm previous day’s trades were settled

  • Client Service Calls – scheduled follow up with clients to abreast of any changes personally and financially

  • Client Occasion calls - Call or send email Birthday, Anniversary Wishes to clients

  • Client Meetings – Coordinate the file preparation for upcoming client meetings and collaborate with an advisor on different components of the client wealth dashboard.

  • Marketing - support client events, education sessions, social media and business development opportunities
     

The Office Coordinator Position at The Andrews Group Offers:

  • Engaging and supportive team dynamic

  • Training and development cost-share opportunities

  • Comprehensive onboarding, interactive training with well-defined work processes and workflows

  • Competitive compensation ($58,000 - $70,000)

  • Permanent position

  • Full-time hours

  • Opportunity for bonuses

  • Health and dental benefits

  • RRSP matching program

  • $500 annual fitness benefit

  • Free parking downtown London


How to Apply:

If this sounds like something you’d be interested in, we’d love to hear from you? Simply send your resume by May 16, 2022, to: arauzino@ladderhr.ca

The Andrews Group values diversity. We're proud to be an equal opportunity employer and consider qualified applicants without regard to race, colour, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition, or disability. 

Please note that although we thank all applicants, only those being considered for interview will be contacted.