🌟 Financial Advisor Assistant

Location: Belleville

Position Type: Part-time (20-25 hrs/wk) 

Start Date:  April 2026

💼 About the Role

A local Financial Planner in Belleville is looking for a proactive, detail‑oriented Assistant to support a growing insurance and financial advisory practice. This role is ideal for someone who enjoys helping people, staying organized, and contributing to a hi professional, client‑focused environment.

You’ll work closely with a licensed advisor to ensure smooth daily operations, exceptional client service, and efficient administrative workflow.

⭐ Key Responsibilities

Manage client communications (phone, email, scheduling)

Preparing client files, forms/documents required for appointments/ meetings

Contacting head office and other organizations via phone calls, emails

Salesforce administration

Organize documents for insurance and financial planning

Maintain files, records and track client tasks, frequent follow

Coordinate meetings and frequent follow ups

Provide general administrative support to the advisor

Sending emails, letters, scans and faxes

🎯 What We’re Looking For

Strong verbal, written communication and customer‑service skills

Excellent organization and attention to detail

Phone etiquette- answering and calling clients, booking appointments

Ability to manage multiple tasks independently

Comfortable with Windows application- Word, Excel, Outlook with decent typing speed

Organizational and time management skills

Experience in insurance or financial services is an asset, but not required

Preferably Mutual fund licensed or willing to purse in future.

Support advisors service activities

Positive attitude and willingness to learn

💰 Compensation & Benefits

$20.00 – $21.00 / hour to start, depending on experience

Training and professional development opportunities

Flexible schedule options

Supportive, growth‑oriented work environment

Interested applicants apply to:  Lmounsteven@loyalistcollege.com