Licensed Administrative Associate Jobs in Toronto, Canada at CI Financial
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
Seeking
a CIRO and Life Licensed Administrative Associate to work in a busy Advisor Office.
General Responsibilities:
Assisting Advisor (forms, questions, research, feedback)
Coordinate Advisor planning team meetings
Greeting clients (drop ins and client appointments)
Ongoing training and self-study (modules, admin training meetings, sales meetings and team meetings)
Advisor community involvement (meeting prep, events, calendar, mass emails and social media)
Client Service:
Answering client inquires (email and phone) and problem solving
Maintaining a friendly relationship with clients and prospects
Scheduling review meetings
Booking client appointments (rebooking, follow up meeting)
Maintain client information (statements, income tax information, outside investments, etc.)
Creating and updating client binders
Client service transactions (purchases, redemptions, address change, beneficiary change, name and ownership changes, cash surrenders, banking changes, policy loans, death claims, etc.)
Sit in client meetings as needed to assist and note taking
Client Meeting Prep:
Review advisor needs for meeting
Review action since last meeting
Touch on work to be done Provide client background when necessary
Review paperwork to be completed
Life Insurance Illustrations
Create/update Navi Plan
Create/update summary sheet
Review and document previous meeting notes
Prepare necessary forms/applications
Send Docu Sign documents to client as needed
Provide Fact Find document outlining client information that needs updating or obtaining
Client Meeting Follow Up:
Update the Client Record
Meeting notes (record and save into client data folder)
Record follow up tasks in Navigator
Complete paperwork and submit to head office for processing (forms and applications)
Complete life insurance applications (if applicable) and inform advisor once information has all been populated into electronic application. Advisor is responsible for reviewing the application, completing the Advisor Report and submitting the application.
Create processing notes in CRM
Ensure Advisor Notes are in CRM
Scan and save necessary documents into the client data folder
Review meeting with advisor
Prepare information document (letter/story/memos) for accountant, lawyer, etc. (if applicable)
General Maintenance:
Office project assignment (research, templates, business development)
Maintain review schedule and book appointments
Maintain working files (if necessary) and purge old documents
Maintaining client Database
Monitor Life Insurance premiums to come due
Researching leads that come into the office and networking with advisor
Pending life insurance follow up – daily
Premium payment reconciling
Bank deposits – GICS & Investments (when applicable)
Monitor budget targets with advisor
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.
Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
WHAT WE OFFER
Modern HQ location within walking distance from Union Station
Training Reimbursement
Paid Professional Designations
Employee Savings Plan (ESP)
Corporate Discount Program
Enhanced group benefits
Parental Leave Top–up program
Paid time off for Volunteering
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Title: Licensed Administrative Associate
Company: CI Financial
Location: Toronto, Canada
Category:
