Client Coordinator

JOB TITLE:  Client Coordinator

BRANCH NAME:  Hein Financial Group  

BRANCH LOCATION:  Calgary, AB – 204, 221 10^th Ave SE, T2G 0V9

POSTING DATE:  February 5^th, 2025

APPLICATION DEADLINE:  Until Filled

HOURS PER WEEK:  40

CONTACT:  cgraham@assante.com

JOB DESCRIPTION:

Assante Wealth Management is seeking a Client Coordinator to provide client and administrative support as part of an Advisory team. You will be a key member in a financial advisory team, providing support with day-to-day client management, account opening and administration, business operations, event planning, and office management. We are seeking an individual who is professional, personable, and who will take ownership of this very important role. We are willing to train the right candidate who is short on experience but has the right attitude and personality.

Responsibilities and Duties:   

• Client Assistance and Support:
  • Providing continuous support to clients, addressing their inquiries and needs.
  • Assisting with account management and updates.
  • Verifying trades and client information.
• Office Administration:
  • Handling general administrative tasks.
  • Managing office operations efficiently.
• CRM Management:
  • Updating and maintaining the CRM database.
  • Ensuring accurate client records.
• Event Planning:
  • Coordinating client and office events.
  • Organizing logistics and ensuring successful execution.
• Investment Files and Presentations:
  • Preparing investment-related documents and presentations.
• Client Administration:
  • Completing necessary paperwork for clients.

Skills and Traits: To excel in this role, you should possess the following qualities:

• Eagerness to Help: Loves helping others and eager to go above and beyond for our clients and team.
• Team Player: Enjoy working collaboratively within a team.
• Organized: Pay close attention to details and manage tasks effectively.
• Effective Communicator: Exhibit excellent verbal and written communication skills.
• Curious and Willing to Learn: Show a strong desire to expand your knowledge.
• Self-Motivated: Bring energy and enthusiasm to your work.

Essential Qualifications:

• Positive Attitude: A great attitude and openness to learning.
• Education: Bachelor’s degree.
• Software Proficiency: Proficient in Microsoft Office suite.
• Commitment to Growth: Willingness to pursue further education to advance within the company.

Preferred Qualifications (Nice to Have):

• Education: University degree in business, hospitality, or related fields.
• Financial Services Background: Experience in financial services is beneficial.
• Canadian Securities Course (CSC): Completion of the CSC or active securities registration is a plus.

Compensation

• Competitive salary with health and dental benefits, and paid vacation.

About Assante

Assante Wealth Management is a financial services company offering comprehensive financial planning, and investment and insurance management. www.assante.com

Please apply with your current resume and a cover letter to:

Clinton Graham: cgraham@assante.com

We thank all applicants but only those selected for an interview will be contacted.