Dwayne Rettinger

Over their lifetime Canadians can spend more on paying their tax bill than on mortgages, cars, travel, education and other expenditures. Tax planning can be complicated, and it makes sense that many people are confused about how to manage their wealth tax-effectively and grow it to maintain their lifestyle. We can help create a financial plan that not only achieves your financial goals but also is tax efficient. #rettingerandassociates #rettingerteamig #dwaynerettinger #rettinger #certifiedfinancialplanner #igwealthmanagement #igprivatewealthmanagement #financialplanning #guelph #milton #burlington #oakville #financialplanner #financialadvisor #wealthmanagement #wealthplanning #investments #insurance #mortgages #financialplan #personalfinance #ontario

There's a simpler way to claim expenses for that spare room or corner that became a makeshift office last spring when pandemic lockdowns went into effect across the country. http://ow.ly/8Mem102AKVE

Taking CPP benefits earlier provides additional immediate cash-flow and flexibility. However, delaying the CPP start date can enhance the sustainability of your retirement funding in the longer-term. To learn how, click here to read our blog article: http://ow.ly/kKED50DQKgk #rettingerandassociates #rettingerandassociatesig #igwealthmanagement #igprivatewealth #financialplanning #financialplanner #investments #insurance #mortgages #waterloo #kitchener #cambridge #guelph #milton #haltonhills

Rettinger & Associates is a leading Private Wealth Management practice located in Guelph. We provide a full range of financial products and services to entrepreneurs, professionals and business owners and have been in practice for over 30 years. The Administrative Assistant provides complete administrative support as well as develops, implements and maintains support systems, while operating in a fast-paced, confidential, multi-tasking environment. You must be a self-motivate...d, highly organized individual with an ease for communication and a passion for client service. RESPONSIBILITIES Provides full administrative support to a financial planning practice including, but not limited to, the following: Providing support on financial planning software including the development of written financial reports for prospects and clients. Maintaining appointment schedule and confirming client appointments. Maintaining and updating email correspondence, sorting/distributing incoming mail and preparing outgoing mail. Receiving client inquiries on behalf of the Advisor and determining appropriate course of action. This may include proactively investigating and resolving client problems and recording nature of the inquiry and counselling the Advisor. Processing and reviewing daily transactions regarding client accounts. Preparing and maintaining client files, paperwork, and meeting notes, managing/updating client databases. Regulatory and compliance tracking and follow-up. QUALIFICATIONS Administrative experience in a related field. Excellent attention to detail. Excellent computer skills in MS Office Suite (Outlook, Word, Excel, PowerPoint, Teams). Customer service orientation with a demonstrated ability to interact professionally with clients on the phone, face-to-face, and by email. Excellent organizational and time management skills with the ability to quickly adapt to ever changing priorities and time restrictions. Experience with Salesforce and DocuSign is considered an asset. OTHER INFORMATION This is a full-time position offering competitive compensation. Please reply with a resume and cover letter to [email protected]