Meritage Financial Group
ABOUT MERITAGE
Meritage Financial Group is a comprehensive financial planning firm based in Victoria. The firm provides investment and insurance advice to clients across Canada and looks to provide our clients with an outstanding customer experience.
JOB SUMMARY
We are seeking an administrative assistant to join our team to support our investment operations. This role requires an individual who is ambitious, professional, detail-oriented, independent, organized, and effective at multi-tasking, with strong communication and people skills. Candidates must be versatile and capable of performing a variety of tasks to get the job done in a fast-paced environment where attention to detail is of the utmost importance. Depending on experience and knowledge, the core responsibilities of the role will be, but not limited to:
YOU WILL BE RESPONSIBLE FOR:
● Supporting mature client relationships; no prospecting or sales quotas;
● Processing investment trades in a timely manner
● Fostering and supporting client relationships by liaising with clients, responding to requests and proactive problem solving;
● Handling incoming and outgoing phone calls with clients and responding to requests for information;
● Carrying out other administrative duties as assigned.
THE IDEAL CANDIDATE FOR THIS POSITION IS:
● MFDA Licensed, or interested in becoming licensed
● Career oriented, works well individually and as part of a team
● A quick learner and adept to grasping new technologies and processes
● Organized, focused and capable of working under deadlines
● Discreet and experienced in handling confidential client information
● Driven to deliver client service excellence
● An expert problem-solver with the ability to think quickly on their feet
● Agile and able to easily switch between independent and collaborative tasks
● Proficient with both verbal and written communication skills;
● Able to learn quickly and identify opportunities to add value;
● Detail oriented with strong organizational skills;
● Provides exemplary customer service skills;
● Able to prioritize, multitask, work within time constraints and follow-up;
● Able to work in a team environment and demonstrate a professional and friendly manner.
QUALIFICATIONS AND EXPERIENCE:
● 2+ years experience in financial services
● High school or equivalent education
● Successful completion of the Canadian Securities Course would be an asset;
● Mutual fund licensed is an asset;
● Experience with Univeris trading software is an asset;
● Excellent proficiency with Microsoft Office particularly Word, Excel, Outlook and
Onedrive;
● Experience with digital signing suites including Adobe Sign and Docusign;
● Post-secondary education in a finance related discipline is an asset;
● Compensation to be commensurate with experience.
BENEFITS
Meritage Financial Group has a small team and prides itself on supporting employees with flexible work schedules, competitive compensation packages, and a collaborative team environment. This role is required to be performed in-office, but there is flexibility for occasional remote work upon request.
Job Types: Full-time, Permanent
Benefits:
- Casual dress
- Paid time off
- RRSP match
- Work from home
Schedule:
- 8 hour shift
- Monday to Friday
Ability to commute/relocate:
- Victoria, BC V8X 5J2: reliably commute or plan to relocate before starting work (required)
Experience:
- Customer relationship management: 2 years (preferred)
- Financial Services: 2 years (required)
Licence/Certification:
- MFDA License (preferred)
Work Location: Hybrid remote in Victoria, BC V8X 5J2