About Us:
Founded in Windsor, Ontario, Breadth Consulting offers personable, boutique-style service, coupled with specialized knowledge and diverse experience, to deliver industry-leading solutions.With a commitment to excellence and a client-centric approach, we strive to deliver comprehensive strategies that meet our clients' financial goals and aspirations.

Position Overview:
We are seeking a proactive and organized Administrative & Marketing Assistant to join our dynamic team. This multifaceted role will involve providing administrative support to our advisors while also assisting in various marketing initiatives to enhance our firm's visibility and client engagement.

Responsibilities:

• Manage day-to-day administrative tasks, including calendar management, correspondence, client meeting coordination, and file organization

• Collect, organize, and maintain client financial documents, such as insurance policies and investment statements.

• Ensure accuracy and compliance of client paperwork for regulatory purposes.

• Assist in maintaining compliance standards by ensuring all client documents and procedures adhere to regulatory requirements. Stay updated on industry regulations and compliance procedures to ensure documents are in line with current standards.

• Support marketing efforts by assisting in the creation of marketing materials, content development, and social media management.

• Assist in organizing events and seminars, ensuring smooth execution and follow-up.

• Collaborate with the team to maintain and update the firm's website content.

• Provide general office support and assist with ad-hoc projects as needed.

Requirements:

• Bachelor's degree in Business Administration, Marketing, or a related field preferred.

• Proven experience in an administrative or marketing role, preferably in the finance or wealth management industry.

• Excellent organizational and time management skills with the ability to multitask and prioritize.

• Proficiency in Google Suite and familiarity with marketing tools and platforms.

• Strong communication skills, both written and verbal.

• Detail-oriented with a proactive and positive attitude.

• Ability to work collaboratively in a team environment and independently when required.

Benefits:

• Competitive salary commensurate with experience.

• Comprehensive benefits package, including health insurance and retirement plans.

• Opportunities for professional development and growth within the company.

• A supportive and collaborative work environment within a reputable wealth management firm.

Application Process:

If you are a motivated individual looking to contribute your skills to a dynamic team and grow in the finance industry, please submit your resume along with a cover letter detailing your relevant experience and why you are the ideal candidate for this position.

Breadth Consulting Inc. is an equal opportunity employer committed to diversity and inclusion in the workplace.

How to Apply:

Please email your resume and cover letter to pdufour@breadthconsulting.com with the subject line "Administrative & Marketing Assistant Application - [Your Name]."

We appreciate all applications, but only candidates selected for an interview will be contacted.