We are seeking a professional, detail-oriented, and client-focused Administrative Assistant to join our growing private wealth management team.
Key Responsibilities
Administrative & Investment Support
- Open new investment accounts and prepare all required documentation
- Process account updates, transfers, and maintenance requests
- Ensure all documentation is complete, accurate, and compliant
- Maintain client records and files
- Minimum 2 years of experience in the financial services industry
- Experience in opening investment accounts is essential
- Canadian Securities Course (CSC) Parts I & II completed or in progress preferred
- Experience with Dataphile is strongly preferred
- Strong understanding of investment administration and client documentation
- Exceptional attention to detail and organizational skills
- Excellent verbal and written communication skills
- Professional, polished, and client-focused demeanor
- Proficiency with Microsoft Office applications
What We Offer
- Competitive compensation package
- Professional and collaborative team environment
- Opportunity to work within a successful private wealth management practice
- Ongoing learning and professional development opportunities
If you are passionate about client service and have experience supporting investment advisors and opening client accounts, we would welcome the opportunity to speak with you.
Please submit your resume in confidence.
Pay: $25.00-$30.00 per hour
Benefits:
- Dental care
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care
Work Location: In person
