RGF Integrated Wealth Management (RGF) is an independent financial services firm, owned and operated by its professionally qualified financial advisors and portfolio managers. For more information, visit

This position will provide operational and administrative support of our securities business to the firm’s advisors and their direct staff. This role is best suited to someone with experience providing superior administrative support, preferably in financial services.

Financial services industry experience is an asset, but most important is the ability to learn quickly and easily, and the enthusiasm to fully participate as a member of a team in a positive work environment.

Required Skills, Experience and Education

• Proficiency in a Microsoft environment, including intermediate Word, Excel, PowerPoint
• High level of attention to detail and excellent follow-ups
• Strong focus on accurate task completion
• Solid verbal and written communication and interpersonal skills 
• Post-secondary education, ideally Business Administration, or equivalent experience
• Financial industry experience is an asset
• 1-2 years of experience in a professional office environment is an asset

Primary Functions and Responsibilities

• Daily account documentation review and transmission
• Processing of client cheques and monitoring debit balances
• First point of contact for support and issue resolution for advisory teams 
• Data entry
• Report generation
• Administering follow-ups
• Assisting with the execution and implementation of procedures 
• Coverage for Receptionist for breaks 30 mins daily, plus vacation/absence coverage
• Other administrative tasks and projects as required

Benefits

• Comprehensive Health and Dental Benefits
• Health Care and Taxable Wellness Spending Accounts
• Continuing Education Opportunities, Employee Assistance Program, Life insurance
• Three weeks of Vacation per year as well as paid personal days
• RRSP matching
• Monthly engagement events and activities
• Flex days program after 1 year of employment

Salary Range

$45,000.00-$50,000.00 per year

Please note that only those applicants selected for an interview will be contacted.