Administrative Associate/Associate Advisor

Job Description

<p><b>Company Description</b></p><p>MKAB Wealth Management is a Financial Advisor Team, located in Mississauga ON. We provide estate planning and holistic financial planning to business owners and Healthcare Professionals. We are growing and looking for an admin/support person.</p><p><br></p><p><b>Role Description</b></p><p>This is a part-time, on-site role for an Administrative Associate/Associate Advisor at MKAB Wealth Management LTD., located in Mississauga, ON. The primary responsibilities include managing administrative processes, assisting with client communication, handling invoicing tasks, and providing support in finance-related functions. The role involves working closely with clients to ensure excellent customer service and supporting the overall operations of the organization.</p><p><br></p><p><b>Qualifications</b></p><ul><li>Proficiency in Administrative Processes, including organizing files, scheduling, and maintaining records</li><li>Strong Communication and Customer Service skills to interact with clients and team members effectively</li><li>Experience with Invoicing and a basic understanding of Finance concepts and processes</li><li>Detail-oriented and organized, with the ability to manage multiple tasks efficiently</li><li>Proficiency in using standard office software and tools</li><li><b>IFC (Investment Funds in Canada) Course or CSC (Canadian Securities Course) background a PLUS.</b></li></ul><p><br></p><p><b>We are looking for someone to join our team part-time, with the potential of going full-time. Great option if you are looking to grow within the financial planning/wealth management industry. Must be willing to learn and get licensed as you work.</b></p>