Client Services & Practice Support Associate - Stone House Financial Partners

Come work for a growing financial planning practice in Kingston. We are looking for a motivated and resourceful team member to help serve our clients and build the business. No financial experience required. We are looking for a self-starter who takes initiative, can problem solve without too much direction, and takes pride in their work.

This role will be multifaceted, keeping things interesting and providing opportunity for learning. Some days will be client-focused, others more administrative.

What You'll Be Doing

• Help grow the practice through client-facing events and marketing initiatives
• Update our CRM with important client information such as TFSA and RSP details
• Handle day-to-day client transaction processing and administration
• Assist with record cleanup and organization
• Help where the need arises — we're a small team, so flexibility is key

What We're Looking For

• A problem solver who follows through
• Highly organized and detail-oriented
• Comfortable with new technology and software
• Professional, private, and discreet — you'll be working with sensitive client information
• No experience in the financial industry is needed. We will train the right person.
• This is a stable, full-time role in a well-established local practice where your contributions will be visible and valued. As the practice grows, so does the opportunity.