Financial Administrative Assistant

3 weeks ago

Markham, Ontario, Canada Visconti Financial Group Full time

Who is Visconti Financial Group Inc?

Visconti Financial Group Inc is a Financial Planning practice located in Markham, Ontario with over 16 years of industry expertise providing holistic financial planning solutions to young families, professionals, business owners, pre retirees and retirees. Services range from Retirement Income Planning, Portfolio management, Estate planning, Tax planning and Insurance solutions. Anthony Visconti, Visconti Financial Group Inc, is Licensed by Quadrus Investment Services Ltd, mutual fund dealer of Canada Life, for mutual funds and Canada Life for the sale of life and health insurance products.

 Title: Administrative Assistant

Key Responsibilities:

Managing the owners' schedule

· Co-ordinate client meetings and contacts using Customer Relationship Management system.

· Set them up for success in their daily activities by strategically managing access to their time and attention.

· Proactively manage calendar and remain flexible to multiple changes.

· Provide high-quality support while anticipating needs.

· Set up client meetings and organize materials.

· Provide rock solid general administrative support (managing emails, ordering supplies, mail).

Company strategy and growth

· Work closely with owner to prioritize important projects, provide frequent updates, and ensure completion.

· Work collaboratively with suppliers from investment dealer, mutual fund companies and insurance carriers to ensure efficient and accurate workflow.

· Prioritize clients and situations in need of attention.

· Troubleshoot and anticipate needs.

· Process investment account applications, transfers and trades efficiently with accuracy and consistency. The ability to focus and a strong attention to detail are of utmost importance. 

· Adherence to a strict code of confidentiality.

Building and managing relationships with clients

· Provide direction, advice, information, support, and confidence to the owner through ongoing communication and reporting.

· Project a professional and supportive image to all clients.

· Follow up with clients and contacts by telephone and email.

· Act as liaison between suppliers, owner, and clients (set up and confirm appointments, review meeting notes, contract follow-up)

· Enter and maintain information in our databases on an ongoing basis.

Talents and Experience Required:

· You have a university or college degree.

· You take pride in completing work accurately and have a very strong attention to detail in task completion.

· Excellent telephone skills, with previous experience an asset.

· Proficient and confident with the use of programs such as Microsoft Windows including - Office, Excel, Word, Teams, along with Zoom and Adobe.

· Excellent ability to communicate in English both verbally and written.

· Previous experience working in the financial services industry is not required but would definitely be considered an asset.

· You have an entrepreneurial spirit—you love to embrace new opportunities and make things happen and thrive in a fast-paced, constantly evolving environment.

· You are confident, intelligent, dedicated, and focused on making improvements and reaching out for new solutions.

· You are adaptable and flexible and embrace the use of technology.

· You are proactive and resourceful—you take the initiative to ask, learn, and make things happen.

· You are a detail-oriented planner—you look ahead and stay on top of things.

· You have an ability to see "the big picture" while staying aligned with company goals and objectives.

· You are personable, energetic, and fun to work with.

· You can handle multiple requests, prioritize, and respond quickly and efficiently.

Compensation:

· Base salary $60,000

· Results-based personal bonus

· Paid vacation

· Health spending account

Working Schedule:

· 9am to 4pm, Monday to Friday

· Work location will be primarily in office with the possibility for a hybrid work schedule in the future.

If you think this position is a right-fit for you, please send your résumé to info@viscontifinancial.ca

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, or disabled status, or genetic information. We thank all applicants; however, only those candidates selected for an interview will be contacted

  • Financial Administrative Assistant

    3 weeks ago

    Markham, Ontario, Canada Visconti Financial Group Full time

    Who is Visconti Financial Group Inc? Visconti Financial Group Inc is a Financial Planning practice located in Markham, Ontario with over 16 years of industry expertise providing holistic financial planning solutions to young families, professionals, business owners, pre retirees and retirees. Services range from Retirement Income Planning, Portfolio...

  • Financial Administrative Assistant

    7 days ago

    Markham, Ontario, Canada Visconti Financial Group Full time

    Who is Visconti Financial Group Inc? Visconti Financial Group Inc is a Financial Planning practice located in Markham, Ontario with over 16 years of industry expertise providing holistic financial planning solutions to young families, professionals, business owners, pre retirees and retirees. Services range from Retirement Income Planning, Portfolio...

  • Corporate Financial Controller

    7 days ago

    Markham, Ontario, Canada Black & McDonald Limited Full time

    Job Description:We are seeking a highly skilled Corporate Financial Controller to join our team at Black & McDonald Limited.This role offers a unique opportunity to contribute to the growth and success of our company, working closely with the Senior Regional Controller to manage financial and administration affairs.Key Responsibilities:Oversee financial...

  • Financial Management Specialist

    7 days ago

    Markham, Ontario, Canada Black & McDonald Limited Full time

    About this Career Opportunity:Black & McDonald Limited is growing its Accounting & Finance team, and we are looking for a talented Financial Management Specialist to join our ranks.This role offers a unique opportunity to contribute to the growth and success of our company, working closely with the Senior Regional Controller to manage financial and...

  • Camp Administrative Assistant

    2 days ago

    Markham, Ontario, Canada Briercrest College and Seminary Full time

    **About the Role:**The Camp Administrative Coordinator is a summer position responsible for supporting the administration and communication of camps at Unionville Alliance Church. This role will assist with the preparation, planning, and execution of summer camps, children's ministry events, and Sunday morning programs.

  • Client Administrator

    4 weeks ago

    Markham, Ontario, Canada Manrkē Full time

    Are you passionate about success? We're scaling rapidly and we need best-in-class talent.At Manrkē, business and tax professionals from around the world are empowering clients to become financial champions. From top athletes to musicians and global influencers as well as entrepreneurs in business tech, digital media, e-commerce, virtual education, and more,...

  • Client Administrator

    5 days ago

    Markham, Ontario, Canada Manrkē Full time

    Are you passionate about success? We're scaling rapidly and we need best-in-class talent.At Manrkē, business and tax professionals from around the world are empowering clients to become financial champions. From top athletes to musicians and global influencers as well as entrepreneurs in business tech, digital media, e-commerce, virtual education, and more,...

  • Administrative Assistant

    5 days ago

    Markham, Ontario, Canada CIQS Full time

    We are seeking a highly motivated and organized individual to fill the position of Meetings and Events Coordinator. As a key member of our team, you will provide administrative support to our CEO, Board of Directors, regional Chapters, and committees.Your primary responsibilities will include coordinating meetings, preparing meeting packages, planning...

  • Administrative Law Assistant

    1 day ago

    Markham, Ontario, Canada Peak Associates Limited Full time

    About Peak Associates Limited\Peak Associates Limited is a renowned Commercial Real Estate Developer with over 60 years of experience in the industry.\We are seeking a skilled Administrative Law Assistant to join our growing legal department.\The ideal candidate will have previous administrative experience from a legal setting, thrive in a fast-paced...

  • Financial Operations Manager

    2 days ago

    Markham, Ontario, Canada Black & McDonald Limited Full time

    About This Career Opportunity:Black & McDonald's Accounting & Finance team is growing, and we are seeking a skilled professional to contribute to our innovative team. The Financial Operations Manager will work closely with the Senior Regional Controller to manage financial and administration affairs in assigned regions/companies.Responsibilities...

  • Senior Financial Administrator

    9 hours ago

    Markham, Ontario, Canada WP Development Inc. Full time

    Key ResponsibilitiesManage the company's financial operations through budget management and reporting.Lead annual tax filing by coordinating with accounting firm, preparing and reviewing journal entries, reconciling general ledgers, and preparing financial statements.Manage external auditing by providing necessary documentation and support to auditors.This...

  • Investment Administrator

    6 days ago

    Markham, Ontario, Canada Altis Recruitment Full time

    Our client in the financial services sector is seeking a Bilingual RESP Administrator to join their team in Markham on a long-term contract. This position runs until 2026 and includes 2 weeks of vacation.Reporting to the Senior Manager, Registered Products, the Bilingual RESP Administrator manages RESP processes, ensuring accurate and timely processing of...

  • Paralegal and Administrative Coordinator

    5 days ago

    Markham, Ontario, Canada Peak Associates Limited Full time

    About Peak Associates Limited: As a leading Commercial Real Estate Developer, we pride ourselves on delivering high-quality projects that meet the needs of our clients.Job Title: Paralegal and Administrative CoordinatorJob Summary: We are seeking a highly skilled Paralegal and Administrative Coordinator to join our team at Peak Associates...

  • Financial Operations Manager

    5 days ago

    Markham, Ontario, Canada Black & McDonald Limited Full time

    Job SummaryThe Financial Operations Manager is responsible for managing the day-to-day financial operations of Black & McDonald Limited. This includes overseeing the accounting department, ensuring accuracy of general ledger entries, and managing cash flow.The ideal candidate will have a strong background in accounting and finance, with at least 5 years of...

  • Financial Accountant Specialist

    4 days ago

    Markham, Ontario, Canada People Corporation Full time

    About the Role:We are seeking a skilled Financial Accountant Specialist to join our team at People Corporation. The ideal candidate will have a strong background in accounting and be able to handle a small book of trust fund clients.The successful candidate will be responsible for preparing journals, maintaining general ledger transactions, and reconciling...

  • Financial Planning and Analysis Specialist

    7 days ago

    Markham, Ontario, Canada SE Health Full time

    **Job Description:**We are seeking a highly skilled Senior Financial Analyst to join our team at SE Health. As a key member of the financial management team, you will play a critical role in providing support to our organization by processing and analyzing financial data to inform effective decision-making.Responsibilities:Accountable for controllership...

  • Human Resources Administrator

    7 days ago

    Markham, Ontario, Canada Computacenter AG & Co. oHG Full time

    Human Resources AdministratorAbout the roleThe Human Resources Administrator will support the Computacenter Canada Inc. entity with an administration of HR related responsibilities and various projects ensuring smooth and efficient operations of the HR function. In this role, you will have the opportunity to work with an exciting and expanding Human...

  • Financial Analyst

    4 weeks ago

    Markham, Ontario, Canada Extendicare Canada Inc. Full time

    Job Description The Financial Analyst will work directly with the Manager of Finance, to support accounting activities, month end close, reconciliation and variance analysis with an aim to drive improved financial performance and support our business partners.The successful candidate will bring critical thinking, a strong attention to detail and a desire to...

  • Director of Financial Excellence

    1 day ago

    Markham, Ontario, Canada Minnesota Council of Nonprofits Full time

    Job SummaryWe are looking for an experienced Finance Director to lead our financial team. As a key member of the Senior Leadership Team, you will be responsible for overseeing all financial operations, ensuring compliance with regulatory requirements and industry standards.This position requires a strategic thinker who can establish strong internal controls,...

  • Chief Financial Officer

    1 day ago

    Markham, Ontario, Canada Minnesota Council of Nonprofits Full time

    About the JobWe are seeking a talented Finance Director to join our team. As a key member of the Senior Leadership Team, you will be responsible for overseeing all financial operations, ensuring compliance with regulatory requirements and industry standards.This position requires a strategic thinker who can establish strong internal controls, guide financial...