Financial Administrative Assistant
1 week ago
CI Assante Wealth Management North York, Ontario, Canada On-site
Full-time
Darlene McCabe
Office Manager at CI Assante Wealth Management
Company Description
CI Assante Wealth Management is one of the largest wealth management firms in Canada, supporting 900 professional advisors overseeing over $46 billion of wealth for Canadian families and business owners. Assante is a subsidiary of CI Financial Corp., a leading global diversified investment company.
Role Description
This is a full-time on-site role for a Financial Administrative Assistant at CI Assante Wealth Management located in North York, ON. The Financial Administrative Assistant will be responsible for administrative processes and providing overall administrative assistance to a single financial advisor.
Job Description
This highly motivated individual will be responsible for financial administrative and customer service support, to a Wealth Management Advisor and high net worth clients.
Main Duties
. Working closely with the advisor by providing client service and administrative duties
. Preparing a substantial amount of paperwork with a high degree of accuracy and completeness
. Review and prepare financial (deposits, switches, transfers, redemptions and etc.) and non- financial (change of beneficiary, banking, address, name ect.)
. Processing changes in PAC and SWP
. Mailing of client reports
. Interact positively with clients while proactively anticipating and meeting client’s needs and questions.
. Communicate concisely and courteously with clients, advisors, co-workers and back office.
Qualifications
• Minimum 3 full years of prior experience in a similar role at a financial services firm.
• Excellent verbal and interpersonal skills, and mature attitude.
• Strong writing skills. Ability to create concise, clear and grammatically correct correspondence.
• Keen eye for accuracy and exceptional attention to detail.
• Very good working knowledge of Excel and Word and have had experience with related industry systems.
• Professional, well presented, with a strong customer service focus.
• Exceptional administrative, time management, and problem-solving skills.
• Ability to operate independently with minimal supervision.
• Proven self starter who takes initiative and works with integrity.
. Experience with Salesforce, Navigator
. IFIC or CSC is an advantage but not necessary.
If you see yourself as an energetic, detailed and organized professional, with a customer care focus, and take-charge attitude, we welcome you to submit your resume. We thank all applicants for their interest, however only those selected for an interview will be contacted.
Hours: 8:30 am – 5:00 pm (Monday – Friday)
Benefits Provided
-
Compliance Administrative Assistant
2 weeks ago
North York, Ontario, Toronto, Canada Greenstone Financial Services Canada Full timeWHO WE AREGreenstone is a leading distributor of direct-to-consumer insurance solutions in Australia, New Zealand and now Canada. Backed by majority shareholders Ontario Teacher’s Pension Plan (OTPP) and Caisse de Dépôt et Placement du Québec (CDPQ), we've expanded into the Canadian market, introducing affordable, high-quality insurance products.Our...
-
Learning And Development Specialist
2 months ago
North York, Ontario, Toronto, Canada Greenstone Financial Services Canada Full timeLEARNING AND DEVELOPMENT SPECIALISTWHO WE ARE Greenstone Financial Services was founded in 2007 and quickly become a leading distributor of direct-to-consumer insurance solutions in Australia, New Zealand and now Canada. Backed by majority shareholders Ontario Teacher’s Pension Plan (OTPP) and Caisse de Dépôt et Placement du Québec (CDPQ), we've...
-
Human Resources Director
2 months ago
North York, Ontario, Toronto, Canada Greenstone Financial Services Canada Full timeDIRECTOR, HUMAN RESOURCESWHO WE AREGreenstone Financial Services was founded in 2007 and quickly become a leading distributor of direct-to-consumer insurance solutions in Australia, New Zealand and now Canada. Backed by majority shareholders Ontario Teacher’s Pension Plan (OTPP) and Caisse de Dépôt et Placement du Québec (CDPQ), we've expanded into...
-
Senior Lease Administrator
2 months ago
North York, Ontario, Toronto, Canada Hays Full timeHays Property Team is recruiting for a Senior Lease Administrator, based in at an office in North York,Your new roleYou will be working with an Ontario based owner and operator specializing in retail and commercial buildings across the province. Your role as the Senior Lease Administrator will be to assist and process with all leasing across the portfolio...
-
Commercial Property
1 month ago
North York, Ontario, Toronto, Canada Hays Full timeYour new company Hays Property are recruiting on behalf of our Client; one of Canada’s leading property management companies with a portfolio across Canada. They are a business whom have a great reputation within the industry and are looking for an experienced Property Administrator to join their team. Your new role As the Commercial Property & Leasing...
-
Executive Assistant
2 weeks ago
North York, Ontario, Toronto, Canada Strategy Recruitment Group Full timeThe ideal candidate will provide top-level assistance for a high level executive. They should be well-organized and be comfortable scheduling meetings and responding to emails on the executive's behalf. Lastly, this individual should be able to draft documents and help the executive with any necessary meeting preparations.ResponsibilitiesCalendar...
-
Executive Assistant
2 weeks ago
North York, Ontario, Toronto, Canada Summit Search Group Full timeHere's a terrific opportunity for an Executive Assistant with a well-respected national not-for-profit organization. In this pivotal role, you will provide exceptional support to the President/CEO. If you're passionate about the environment and sustainability, this could be the dream job you've been searching for. Join a dynamic team that's...
-
Client Services Associate
1 week ago
North York, Ontario, Toronto, Canada Altis Recruitment Full timeDo you thrive on building strong client relationships?We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships.Responsibilities:Manage client inquiries and requests,...
-
Operations Analyst
3 weeks ago
North York, Ontario, Toronto, Canada VirgoCX Wealth Full timeAbout VirgoCXVirgoCX is committed to making crypto trading safe, easy, and affordable for Canadians. It is Canada's trusted cryptocurrency trading platform and is dedicated to streamlining trading experience and empowering clients with advanced technology, superior liquidity and best-in-class security.Mission and VisionVirgoCX's mission is to provide...
-
HR Compliance Manager
3 months ago
North York, Ontario, Toronto, Canada Securitas Canada Limited Full timeJOB SUMMARY: As part of the Corporate Team, the Compliance Manager is a role that focuses on ensuring the business, its Employees, Branches, and Departments comply with established internal processes, policies, procedures, and best practices (“non-financial”). This role ensures compliance to various internal and external standards, regulations, quality...
-
LLQP Licensed Customer Care Advisor
3 months ago
North York, Ontario, Toronto, Canada Greenstone Financial Services Canada Full time***Only LLQP licensed applicants will be considered***WHO WE ARE Greenstone is a leading distributor of direct-to-consumer insurance solutions in Australia, New Zealand and now Canada. Backed by majority shareholders Ontario Teacher’s Pension Plan (OTPP) and Caisse de Dépôt et Placement du Québec (CDPQ), we've expanded into the Canadian market,...
-
Licensed Sales Advisor
2 weeks ago
North York, Ontario, Toronto, Canada Greenstone Financial Services Canada Full time**Only LLQP licensed applicants will be considered***WHO WE AREGreenstone is a leading distributor of direct-to-consumer insurance solutions in Australia, New Zealand and now Canada. Backed by majority shareholders Ontario Teacher’s Pension Plan (OTPP) and Caisse de Dépôt et Placement du Québec (CDPQ), we've expanded into the Canadian market,...
-
Office Administrator
1 week ago
East York, Ontario, Toronto, Canada Hays Full timeRole: Office AdministratorLength: 3 Month Contract (Potential for Extension)Location: Toronto, ON (5 Days In Office)Pay: $25/hour on T4Note: Need to have some facility management experience. Your new companyHays Specialist Recruitment has partnered with a leading construction company based in Toronto, ON. We are currently hiring for an Office Administrator...
-
Branch Manager
2 months ago
North York, Ontario, Toronto, Canada ARS Global Emergency Management CA Full timeARS / Global Emergency Management is a proud leader in disaster mitigation and property restoration. With a commitment to quality and over 60 years of experience, we are dedicated to meeting the needs of insurers, agents, brokers, and most importantly, the policy holder. We serve property owners of all types with restoration services resulting from WATER,...
-
Director of Finance
3 months ago
North York, Ontario, Toronto, Canada Boyd Interactive Full timePala Interactive is a full-service, real-money and social gaming technology provider and operator which caters to both B2B and B2C markets. Pala offers a full spectrum of games across all distribution channels (web, download, tablet & smartphone). In Canada, they offer sports betting and casino games. In the US, they offer casino, bingo, and poker...
-
Surety Account Manager at Petrela Winter
2 weeks ago
North York, Ontario, Toronto, Canada Navacord Full timeCOMPANY PERKSA very specialized team with a market-leading value propositionA truly collaborative environmentGreat learning and growth opportunitiesHybrid remote and flexible scheduleA competitive compensation package (Base Salary, Performance Bonus + commission on New Business)Full Benefits PackageProfit Sharing PlanProfessional Development Courses &...
-
Compliance Advisor
3 weeks ago
North York, Ontario, Toronto, Canada Shinhan Bank Canada Full timePrimary Purpose of the Role/JobThe Advisor, Compliance, will report directly to and assist the Director, Compliance (RCM) in matters relating to applicable laws and regulations such as the Bank Act (“BA”); Accessible Canada Act; Proceeds of Crime (Money Laundering) and Terrorist Financing Regulations (“PCMLTFR”) including FINTRAC Guidelines; CDIC...
-
File Clerk
1 week ago
North York, Ontario, Toronto, Canada Peak Associates Limited Part timeOur client, a leading Real Estate Developer located in North York, is currently looking for a temporary File Clerk to assist their legal department with scanning, filing, entering data, and organizing documents. This position is part-time and in-office on Mondays, Tuesdays and Wednesdays each week. There is potential for this position to transition to a...
-
Treasury Analyst
2 months ago
North York, Ontario, Toronto, Canada North Horizon Holdings Inc. Full timeAbout the Company North Horizon Holdings Inc. is a Canadian institutional investor with a global investment footprint. We are value-oriented investors in public markets, private equity, venture capital, and real estate.Responsibilities:Assist Treasury Manager with the company's treasury activities such as enhancing cash yield, negotiating better rates,...
-
Inside Sales
2 weeks ago
North York, Ontario, Toronto, Canada Drape & Stitch Full timeDrape & Stitch is a vibrant and fast-paced fashion design house startup, specializing in outfitting the elite of the hospitality industry. We are passionate in what we do, and dedicated in fostering meaningful connections and exceeding expectations. We are seeking a dynamic and strategic sales & marketing team player who can thrive in a challenging yet...