Dewdney&Co.

About us

Dewdney&Co. is a boutique financial services firm focusing on risk, wealth and estate management for individuals, families, corporations and institutions.

Job Summary

As a member of the team, you will be accountable to provide support to our Financial Planners. You are highly motivated, organized, resourceful and solutions oriented. We need talented, passionate professionals who are dedicated to doing what’s right for our clients Some of the key duties in this role include, providing support to our clients, coordinating various calendars, take phone calls and messages, sending emails, prepping for meetings and presentations, capturing notes in meetings, and many other related tasks.

Responsibilities and Duties

• Co-ordinates the logistics of setting up new staff and leaders. This includes computer access, space, phone, hardware/software

• Provide courteous services to our clients and visitors – direct them where appropriate, answer inquiries, and create a welcoming environment

• Organize and maintain files and databases in a confidential manner, including photocopying, scanning and filing

• Manage communication including emails and phone calls

• Screen phone calls, redirect calls, and take messages

• Schedule appointments, meetings, and reservations as needed

• Participate in event planning, handle travel arrangements, and expense reimbursement for the planners

• Receive deliveries; sort and distribute incoming mail

• Maintain and order office supplies

• Maintain compliance standards

• Engage in all marketing and business development activities and assist in the development of investment and financial plans/proposals for prospects and clients

Qualifications and Skills

• Post secondary education in a business discipline or equivalent experience

• Strong verbal and written communication skills

• Proven critical thinking skills

• Ability to juggle multiple priorities and meet deadlines

• Ability to handle highly sensitive and confidential communications

• Rock solid organization and co-ordination skills

• Ability to work well within a diverse team environment and work well independently

• Job Type: Full-time

Benefits

• Group benefit program

• Job Type: Full-time

• Salary: TBD based on experience plus bonus