Licensed Administrative Associate

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 re...