Financial Administrative Assistant

4 weeks ago


Waterloo, Ontario, Canada Frost Wealth Management Full time

Company Description

Frost Wealth Management, located in Waterloo, ON, is one of Canada's premier financial advisory networks providing diversified investment and wealth management services to individuals, families and corporations. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization, operating under the trademark and business name iA Private Wealth.

Role Description

This is a full-time on-site role for an Administrative Assistant at Frost Wealth Management in Waterloo, ON. The Administrative Assistant will be responsible for providing administrative support, managing phone communications, handling correspondence, and assisting with clerical tasks.

Qualifications

  • Minimum 3 years of experience in the financial services industry
  • Administrative Assistance and Executive Administrative Assistance skills
  • Strong Phone Etiquette and Communication skills
  • Strong attention to detail
  • Excellent organizational and time management abilities
  • Attention to detail and problem-solving skills
  • Experience in the financial services industry is an asset
  • Post-secondary education in Business Administration or related field would be an asset


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