Job Order Detail

Description

We are excited to announce an expansion within our team and are actively seeking the right candidate to join us in this growth phase. This position is an opportunity to be part of our expanding operations, and we are committed to finding the ideal individual to fill this role before finalizing our hiring decision.

Investment Planning Counsel is a leading financial planning firm dedicated to helping individuals and families achieve their financial goals. With a commitment to personalized service and strategic financial guidance, we empower our clients to make informed decisions about their financial future.

Responsibilities:
- Assist with client communication
- Prepare and organize client paperwork and documentation
- Maintain client files and database systems with accuracy and attention to detail
- Support financial planner in preparing reports, and presentations
- Perform general office duties, such as filing, photocopying, and managing office supplies
- Collaborate with team members to ensure a positive and efficient work environment

Qualifications:
- Previous administrative experience is preferred
- Strong organizational skills and attention to detail
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, SharePoint, Teams)
- Ability to prioritize tasks and manage time effectively
- Positive attitude and willingness to learn
- Criminal Record Check and References are required
- Interest in the financial planning industry is a plus

Schedule:
- Permanent Part-time position, actual hours to be discussed with successful candidate
- Flexible schedule, in the office between Monday to Friday 9:00 AM to 5:00 PM