Administrative Assistant to Financial Advisor

Job Duties Compile, verify, record and process forms and documents Key in, edit, proofread and finalize documents Maintain and prepare reports Order office supplies Perform bookkeeping tasks Photocopy documents for distribution, mailing and filing Process incoming and outgoing mail Provide general information to clients and public Respond to telephone, in person or electronic enquiries Send and receive messages and documents Sort, process and verify forms and documents Enter trades and follow up on trade execution Event management Producing webinars Education High School Diploma (or equivalent) Post Secondary Education Qualification Canadian Securities Course Skill Basic computer skills Excellent communication skills Knowledge of major software Solves problems effectively Well organized Works well in a team Great attention to detail 3 years of experience in the financial services industry Position Type Full-Time

The role involves managing administrative tasks such as document processing, bookkeeping, and report preparation for a financial advisor. Additionally, the assistant handles client inquiries, trade execution, and the production of webinars and events.

Candidates must have a high school diploma and post-secondary qualifications, including the Canadian Securities Course. Three years of experience in the financial services industry and proficiency in major software are required.

• Travail d’équipeSouhaitée
• Résolution de problèmesSouhaitée
• Sens de l’organisationSouhaitée
• Souci du détailSouhaitée
• Tenue de livresSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Bookkeeping
• Document Processing
• Report Preparation
• Client Communication
• Trade Entry
• Event Management
• Webinar Production
• Computer Skills
• Problem Solving
• Organization
• Teamwork
• Attention To Detail

• Finance & Accounting
• Administrative
• Customer Service & Support

Formation minimale

Études secondaires

Expérience minimale

2+ ans

Postuler avant le

13 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level