Job Details
Job Description Sales Assistant - 2103872 **Description**
Paragon Wealth Management
22 Baldwin St., Brooklin, ON L1M 1A2
**SALES ASSISTANT**
**Job Posting #22-01 (part-time)**
Paragon Wealth Management is an independent office of Raymond James Ltd., one of North Americas leading independent full-service investment dealers. Our team has over 100 years of combined financial services experience, and our affiliation with Raymond James gives us a depth of specialized resources that enable us to offer customized solutions and strategies to meet our clients' unique needs.
The primary role of the **Sales Assistant** is to support a team of independent financial advisors with outstanding sales, marketing and administrative assistance. The successful candidate will be proactive and detail-oriented and love to interact with clients. This part-time opportunity (16 hours per week to start; negotiable) provides a flexible work environment that supports personal career growth and development.
Key Responsibilities:
* Foster and support client relationships by liaising with clients, responding to requests and proactively problem solving
* Support clients general day-to-day administrative and trade requests in a timely and confidential manner
* Coordinate client portfolio reviews, networking events and other meetings
* Manage all necessary paperwork, including head office correspondence, tax reporting and new account openings
* Ensure all paperwork is up to date, completed correctly and adheres to regulatory requirements
* Be responsible for all cash management within the team practice, including incoming and outgoing funds, purchases and redemptions of cash equivalents
* Support the Financial Advisors in growth of the overall business
* Uphold compliance processes and policies to ensure we safeguard client assets, maintain their privacy, act in their best interests, and ensure an effectively run team practice
* Assist with all sales and marketing initiatives, including social media (Twitter, LinkedIn) and website content
* Generate, track and qualify leads from online resources and cold calling
* Build, nurture and maintain a client relationship management (CRM) database
* Support the preparation of client presentations and reports
* Be willing to grow and take courses as required for regulatory purposes
* Other duties as assigned
To qualify for this opportunity, you possess:
* 2-3+ years of relevant experience and postsecondary degree in related field of study or an equivalent combination of education and experience
* Excellent proficiency with Microsoft Office, particularly Word, Excel, PowerPoint and Outlook
* Excellent verbal and written communication skills with a high level of professionalism
* Strong organizational skills and meticulous attention to detail
* Ability to prioritize, multitask, and work within time constraints
* Ability to work in a team environment and demonstrate a professional and friendly manner
* Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non-traditional (managed and fee based) products is desired, but not required
* Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is desired, but not required
* Familiarity with technology applications and software used in the financial planning and investment industry is desired, but not required
* Successful completion of the Canadian Securities Course & Conduct and Practices Handbook within 18 months of hiring is desired, but not required
If you would like to join our team, please complete the online application by February 1, 2022.
To be considered for employment candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions. We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check. Employment is contingent on the satisfactory completion of a pre-employment background check.
We sincerely thank all applicants who express an interest in this role; only those being directly considered will be contacted.
We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above email details.
**Qualifications**
**Primary Location**
CA-ON-Whitby