We're seeking a Financial Assistance Officer to help support our growing business. Key Responsibilities: - Coordinate administrative tasks for over 60 licensed financial advisors, ensuring they have the tools and resources necessary to deliver top-tier financial services to clients. - Manage office administrative procedures, regularly reviewing and refining processes to enhance operational efficiency across multiple service areas. - Establish work priorities, and ensure deadlines are met and procedures followed by the team to maintain high-quality service standards. - Administer policies related to the release of records, ensuring full compliance with government access and privacy regulations while supporting the needs of our large advisor base. - Oversee key office services, including accommodations, equipment, supplies, and security services, ensuring the financial advisors and team have a well-maintained and functional workspace. - Conduct analyses on budgeting and administrative operations, assisting with the preparation of the operating budget and financial controls for the office. - Compile data and prepare reports, manuals, and correspondence, contributing to informed decision-making and supporting the broader administrative needs of the firm.