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Financial Sales/Administrative Assistant (Reference Number: 2576)

Position Type: Full Time
Position Location: London
Date Posted: 10.06.2017

Experience: 2+ relevant experience
Education: Post Secondary

Job Description

Lucas Professional Search Group is currently recruiting for a Financial Sales/Administrative Assistant to join a leading financial firm in London, ON. In this role, you will be working directly with, and reporting to the President and the CFO.


  • Prepare tax documents for timely filing of company tax.
  • You will be required to maintain Know Your Client (KYC) records in detail.
  • Responsible for updating current client records, and bringing all files to the new reporting standards as set up by the Financial Services Commission
  • Follow up and collect outstanding loan balances with clients on a monthly basis.
  • Account Receivable duties
  • Assist President with new business and complete new files for submission to the Insurance Company and Bank.
  • Set up potential new client meetings
  • Manage all bill payments and customer invoicing as per the deadlines.
  • Streamline processes and procedures for improving operational efficiency of finance reporting and budgeting systems.
  • Format, review and proofread business materials, including client documents, reports, memos, briefings, presentations, and other items
  • organizing schedules and completing a variety of administrative tasks
  • Manage, maintain and update contacts, client files and routine calendaring items in online systems
  • Provide admin support


  • Previous financial administrative experience is required; no less than 2 years
  • Life Insurance and Mutual Fund License is an asset
  • Experience working in the financial industry is required
  • Ability to travel occasionally
  • Ability to discretely handle highly confidential information
  • Strong general computer skills including Word, PowerPoint, Outlook, and Excel
  • Outstanding communication skills (both written and verbal)
  • Highly organized; able to handle multiple responsibilities with ease
  • Clear criminal and credit will be required for successful candidate

If you are interested in the above position please forward your resume to Lucas Professional Search Group to the attention Zahra Sherzay

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Contact Name: Zahra Sherzay
Telephone: 1.855.777.7009

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