Job Posting - Advisor Support
Full-time, permanent, Monday-Friday, 8:00am-4:30pm
Matte & associates financial solutions provides team members with a competitive base pay, an annual merit bonus, and a flexible vacation plan. Due to the broad range of applicant’s education, skills, and work experience we are flexible with starting wage. Please call for an informal discussion based on your credentials @ 250-869-8695.
ABOUT MATTE & ASSOCIATES financial solutions:
Matte & Associates Financial Solutions is a nationally recognized and award-winning private wealth management firm located in Kelowna, BC. Our company holds a top position with one of the world's leading financial services institutions. With almost 30 years of industry experience, we are dedicated to helping our customers achieve lifetime financial security. We pride ourselves in creating strong working relationships by providing our clients with an exceptionally high level of personalized service. In order to maintain this standard of excellence, we are currently expanding our team to fill the role of Advisor Support.
JOB SUMMARY:
This position is ideal for someone who is new to the finance industry. The Advisor Support role will provide you with an opportunity to learn about the financial services sector and gain real world experience dealing with insurance and investment products. You will work closely with our administrative team of three to process routine client transactions and provide general support to the three in-house advisors. We are a small firm with a big heart and are looking for the perfect person to complement our dynamic office. The ideal candidate will be detail oriented, accountable, responsible, and able to excel in a team-focused environment.
RESPONSIBILITIES:
- Processing investment and insurance transactions online
- Preparing files and reports for client meetings
- Generating and sending client statements and correspondence
- Providing general administrative and advisor support
- Answering phone calls, greeting clients, and coordinating appointments
- Communicating with investment companies
- Data input & database maintenance
- Assistance with special projects, as required
- Must be ok with our office dog, Tucker, the mini Australian Shepherd – he loves treats and high-fives 🐾
NATURE OF OUR WORK:
Dealing with sensitive personal information is a key component of our work at the Matte & Associates Financial Solutions office. Confidentiality, timeliness, accuracy, and attention to detail are all paramount to our clients’ success, as well as our own.
HOW TO APPLY:
Please drop off your resume and cover letter in-person at the Matte & Associates Financial Solutions office located at #203-1789 KLO Rd, Kelowna. Shortlisted candidates will be contacted for an interview. We thank you for your interest in this position.