Our wealth management firm is focused on preserving and enhancing our clients’ financial lives. Our collaborative process coordinates your unique priorities and challenges with tailored solutions. We seek to engage only those relationships where we believe we can add tremendous value.
Position: Marketing Lead/Branch Administrator
Position available: 1. Type of job: Full-time (35 hrs/week), permanent.
Salary: $28.85/hr.
Job requirements
Languages: English.
Education: Completion of a university/college is required. Additional diploma or certificate in PMP (Project Management Professional), Marketing or CSI (Canadian Securities Institute) certification is preferred.
Experience: Minimum 1-year proven experience in a complex, multi-project business environment, emphasizing client service and a specialization in marketing, along with administrative experience within the financial services industry.
Specific Skills and Work Performance Required to meet the job expectation.
1. Marketing duties:
• Supporting the advisor in creating marketing plans and implementing marketing strategies.
• Ensuring that the advisor and team members have access to the necessary resources, such as design tools, marketing data, and brand guidelines.
• Organizing client events and ensuring their smooth execution. Creating client communication, managing post marketing material, and measuring the success of all marketing campaigns.
• Managing the social media presence via Linked In and the website and managing weekly newsletters via Advisor Stream’s online platform. Managing and utilizing Google Analytics, and other SEO tools.
• Proficiency in computer and graphic design tools and programs for marketing purposes, including website maintenance and updates.
• Managing, coordinating, and monitoring client marketing & promotions.
2. Compliance and regulatory duties:
• Managing and preparing all client-facing material for compliance approval.
• Ensuring all marketing communication material adheres to current compliance regulations.
3. Assist with sales and educational presentations:
• Creating & preparing seminar presentation content using Power Point & other relevant software.
• Managing the online seminar process by registering participants, managing the presentation platform before, during and after. Ensuring the execution of any follow-up material.
4. Team Contribution duties:
• Building effective working relationships across the team and with head office while maintaining a high level of client service standards.
• Facilitating a culture of open and honest communication and actively participating and contributing to team meetings.
• Monitoring client processes & team tasks.
• Encouraging the generation of new ideas and process improvements.
5. Client service duties:
• Support the advisor with reports using a range of investment analytic platforms (Croesus, Compass, SIA Charts, Snap Projections, etc.) to review and analyze client portfolios and financial plans.
• Develop portfolio spreadsheets to enhance portfolio analysis.
• Assist in the gathering of research and product information from internal and external sources.
6. Client administration duties:
• Following up with clients on missing documentation as per industry regulatory requirements.
• Maintaining client files and information and responding to client inquiries in a professional and responsive manner.
• Inform clients of issues involving electronic deposits, redemptions, and transfers.
• Understand the required documentation for all client account types.
• Overseeing advisor schedules, managing client appointments, meetings, and post-meeting follow-up requirements.
7. Office communications/documentation duties:
• Highly proficient in Microsoft Excel spreadsheet as well as the CRM platform Maximizer.
• Processing incoming and outgoing mail, ordering couriers as needed, managing business online communication tools (Zoom, MS Teams, weekly newsletters, and online calendar systems).
• Ensuring calls, faxes and emails are responded to in a timely manner and maintaining office documents, paperwork, and administration.
• Processing client onboarding documentation and managing regular client updates.
Area of Specialization: Administering and executing complex projects with exceptional ability to meet deadlines and exceed target goals.
Work Conditions and Physical Capabilities: Must be able to work in a fast-paced environment, meet deadline requirements, ensure accuracy & attention to detail. Must be reliable, highly organized, and able to multi-task.
Personal Suitability: Team player with strong interpersonal communication and social skills.
Only qualified candidates will be contacted and interviewed. If interested in applying, please send your resume and cover letter via email to hr.reimagine@gmail.com .Telephone calls will not be answered.
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