We are looking to hire an experienced full-time administrative person to assist us.
We are a busy financial services office in Markham, managing $225M AUM on a discretionary basis. In addition and more uniquely, we also assist clients with tax filings (about 600 returns a year), wills/estate planning, life insurance…. and, essentially, with anything else related to their finances.
Please understand that we do NOT want or need candidates to have any sales skills. There is absolutely zero marketing done here, nor are there any sales targets to hit. Your job would simply be to help us deliver a second-to-none customer experience while doing what is truly best for our clients. Operating in this fashion for 25 years has caused us to enjoy all our growth via unsolicited referrals.
Many offices claim to act in this client-focused and fiduciary capacity, but the words and music just don’t match like they do in our office. If doing right by clients and adding true value appeals to you, then you appeal to us and we should talk.
If you, at times, feel uneasy that the clients of your existing work environment aren’t always getting what is best for them, that feeling of unease is a great sign and, again, we should talk.
If you are also worried that you have professionally plateaued where you are and are no longer learning, that worry is also a great sign. Our office works in so many different areas of finance that there are continuous opportunities to learn and grow. While not a requirement of the position, those interested in obtaining professional designations (CSC, CFP, CIM, CFA, etc.) will be happy to know that we encourage and financially support such efforts.
If you possess an exceptional attention to detail and feel best resolving client matters with a sense of urgency, you will fit in well with us. We offer salary, bonuses, and benefits. The salary offered will be related to your experience, bonuses will be based on ongoing effort and the value added, and benefits are offered to everyone.
If this all sounds interesting, please get in touch with me at email@example.com .