Financial Services Administrative Assistant – Client Support
4 weeks ago
A leading financial institution is seeking an Administrative Assistant to join their brokerage division in Toronto. In this temporary role, you will provide essential administrative support to the Investment Advisor team, ensuring compliance and productivity across client accounts while fostering relationships with high-net-worth clients. The ideal candidate has strong communication skills, a detail-oriented approach, and a passion for building networks. This position offers competitive compensation and comprehensive banking benefits.
#J-18808-Ljbffr
-
Administrative Assistant, Financial Services
2 days ago
Greater Toronto Area, Canada Desjardins Financial Security Independent Network Full timeAbout UsWe are an independent financial advisory practice operating within DFSIN (Desjardins Financial Security Independent Network), working primarily with high-net-worth individuals and business owners, specializing in retirement and estate planning. The practice is led by Deborah Williams CFP, CLU, an independent advisor affiliated with DFSIN. We are a...
-
Administrative Assistant, Financial Services
4 days ago
Toronto, Canada Essential HR Full timeAbout Us We are an independent financial advisory practice operating within DFSIN (Desjardins Financial Security Independent Network), working primarily with high‑net‑worth individuals and business owners, specializing in retirement and estate planning. The practice is led by Deborah Williams CFP, CLU, an independent advisor affiliated with DFSIN. We are...
-
Administrative Assistant
2 weeks ago
Toronto, Canada Andreis Financial Full timeAndreis Financial is seeking a Part-Time Licensed Administrative Assistant to support our financial advisors with day-to-day administrative and client service operations. This role is ideal for someone who is organized, detail-oriented, and experienced in a professional, client-focused financial services environment. A current Ontario securities license is...
-
Administrative Assistant
4 days ago
Toronto, Canada Andreis Financial Full timeAndreis Financial is seeking a Part-Time Licensed Administrative Assistant to support our financial advisors with day-to-day administrative and client service operations. This role is ideal for someone who is organized, detail-oriented, and experienced in a professional, client-focused financial services environment. A current Ontario securities license is...
-
Administrative Assistant
2 weeks ago
toronto, Canada Andreis Financial Full timeOverviewAndreis Financial is seeking a Part-Time Licensed Administrative Assistant to support our financial advisors with day-to-day administrative and client service operations. This role is ideal for someone who is organized, detail-oriented, and experienced in a professional, client-focused financial services environment. A current Ontario securities...
-
Administrative Assistant
6 days ago
Toronto, Canada Andreis Financial Full timeOverviewAndreis Financial is seeking a Part-Time Licensed Administrative Assistant to support our financial advisors with day-to-day administrative and client service operations. This role is ideal for someone who is organized, detail-oriented, and experienced in a professional, client-focused financial services environment. A current Ontario securities...
-
Administrative Assistant, Financial Services
4 weeks ago
Toronto, Canada Essential HR Full timeAbout UsWe are an independent financial advisory practice operating within DFSIN (Desjardins Financial Security Independent Network), working primarily with high‑net‑worth individuals and business owners, specializing in retirement and estate planning. The practice is led by Deborah Williams CFP, CLU, an independent advisor affiliated with DFSIN. We are...
-
Financial Client Support Specialist
4 days ago
Toronto, Canada CI Financial Full timeA leading financial services company in Toronto seeks a Client Service Associate to provide exceptional client support to Financial Advisors. This role requires 2-3 years of client service experience within investment or banking sectors and strong communication skills. Responsibilities include collaborating with internal teams and managing inquiries...
-
Financial Client Support Specialist
5 days ago
Toronto, Canada CI Financial Full timeA leading financial services company in Toronto seeks a Client Service Associate to provide exceptional client support to Financial Advisors. This role requires 2-3 years of client service experience within investment or banking sectors and strong communication skills. Responsibilities include collaborating with internal teams and managing inquiries...
-
Financial Client Support Specialist
3 days ago
Toronto, Canada CI Financial Full timeA leading financial services company in Toronto seeks a Client Service Associate to provide exceptional client support to Financial Advisors. This role requires 2-3 years of client service experience within investment or banking sectors and strong communication skills. Responsibilities include collaborating with internal teams and managing inquiries...
