Administrative Assistant/coordinator

4 weeks ago


Waterloo, Canada Young Financial Group Full time

Do you have experience working in the financial services industry, or a related industry such as legal or insurance? Do you have a Mutual Funds Licence, or are you willing to obtain one? Do you have an understanding of financial terminology, and an interest in learning more? Are you looking to join a small, close-knit, and supportive team?

**About Us**:
At Young Financial Group, we are dedicated to the needs of our clients. We are driven by strong values of honesty, integrity, and a commitment to provide an extremely high level of service to our clients. We care deeply about our clients and our approach to wealth management is centered around long-term relationships, built on a foundation of open communication, education, and transparency.

**What we are looking for**:
This position is 100% in-office and is a client-facing role.

To be successful in this role, you must possess a positive, proactive client service focus, while working in a fast-paced, professional environment. We are looking for someone with a strong work ethic, who is extremely detail-oriented and has exceptional organizational and time management skills. You will require strong verbal and written communication skills, and must have robust administrative, problem-solving and customer relations skills.

We are looking for someone who enjoys communicating with clients, can take initiative and work independently with mínimal supervision.

**Job Responsibilities (this is not an exhaustive list)**:

- Act as the first point of contact, treating clients and suppliers in a professional and courteous manner.
- Prepare initial paperwork for client meetings, followed by processing paperwork and advisor notes once the meeting has been completed. Follow up on paperwork.
- Keep the filing system organized and updated, including weekly paper filing and electronic filing.
- Maintain and keep Equisoft (our Customer Relation Management Software) up-to-date.
- Place trades (purchases, switches or withdrawals) in client investment accounts. Follow up on trades.
- Must hold all client and business-related information in the strictest of confidence and keep up-to-date with compliance issues related to the practice.

**What we offer**:
An in-office position, which will require coverage from 8:30am - 4:30pm during our typical client contact hours. A friendly and supportive work environment that is understanding of personal commitments. We know that family and a work-life balance is important, and we do our best to support our employees with this.

**Compensation**:

- Salary is in the range of $50,000 - $60,000, negotiable depending on licensing

and experience.

**Benefits**:
Benefit package is applicable after successful completion of the 90-day probationary period, and includes:

- Health and Dental coverage (fully paid)
- Life Insurance (fully paid)
- Long Term Disability (employee paid).

**Job Types**: Full-time, Permanent

**Salary**: $50,000.00-$60,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- Paid time off

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Waterloo, ON: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Administrative: 4 years (required)

Work Location: In person



  • Waterloo, Canada Conestoga College Full time

    **Requisition Details**: - **Job Title**:Administrative Coordinator**: - **Requisition #**:24-0516**: - **Location**: Waterloo - **Department**: School of Applied Computer Science & Information Technology - **Payband**: 09 - **Payband Range**: $76,029.00 - $95,038.00 - **Hours/Week**: 37.5 - **Posting Date**: Friday, May 31, 2024 - **Closing Date**:...


  • Waterloo, Canada University of Waterloo Full time

    Overview: The Administrative Coordinator is responsible for providing general administrative support to the School and its faculty members. **Responsibilities**: Expense Claim Preparation - Prepare travel claims and expenditure reimbursement requests for faculty, postdocs, graduate students, and visitors of assigned faculty in compliance with University...


  • Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 1 Year** The Administrative Assistant, reporting to the Associate Vice President, Commercialization and Entrepreneurship (AVP-CE) and taking direction from the Director, Innovation and Special Projects is responsible for the organizational, secretarial and administrative support for the Waterloo Ventures team. Responsibilities include...


  • Waterloo, Canada University of Waterloo Full time

    Overview: The Administrative Assistant is responsible for the efficient daily operations of the Chair’s office. The Administrative Assistant provides support, oversight and guidance for faculty recruiting, tenure and promotion, sabbaticals, and all non-faculty appointments. The Administrative Assistant manages confidential records and provides...


  • Waterloo, Canada Conestoga College Full time

    Requisition Details **Job Title**: **Administrative Assistant** **Requisition #**: **23-519R1** **Campus**: Waterloo **Department**: School of Hospitality & Culinary Arts **Payband**: E **Starting Rate**: $26.47 **Payband Range**: $26.47 - $30.69 **Hours/Week**: 37.5 **Posting Date**: Tuesday, April 11, 2023 **Closing Date**: Tuesday, April...


  • Waterloo, Canada Conestoga College Full time

    **Requisition Details**: - **Job Title**:Administrative Assistant**: - **Requisition #**:23-1304**: - **Campus**: Waterloo - **Department**: School of Hospitality & Culinary Arts - **Payband**: E - **Starting Rate**: $27.81 - **Payband Range**: $27.81 - $32.24 - **Hours/Week**: 37.5 - **Posting Date**: Thursday, November 23, 2023 - **Closing Date**:...


  • Waterloo, Canada Conestoga College Full time

    **Requisition Details**: - **Job Title**:Administrative Assistant**: - **Requisition #**:23-600**: - **Campus**: Waterloo - **Department**: School of Applied Computer Science & Information Technology - **Payband**: F - **Starting Rate**: $28.56 - **Payband Range**: $28.56 - $33.11 - **Hours/Week**: 37.5 - **Posting Date**: Thursday, August 3, 2023 -...


  • Waterloo, Canada Bath Fitter Full time

    **ADMINISTRATIVE ASSISTANT** Do you enjoy collaborating and supporting team goals and projects? Are you resourceful and understand the importance of being proactive? If you are ready to embrace a new challenge in a fast-paced fun environment, we want to meet you! Working at **Bath Fitter**, you'll be a key player in the branch's success. You will support...


  • Waterloo, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Waterloo, Canada Wilfrid Laurier University Full time

    **Date**:Nov 6, 2023 **Location**: Waterloo, CA **Company**:Wilfrid Laurier University **Department**: Office of the Provost & VP Academic **Job Type**: Continuing **Full-time/Part-time**: Full Time (>=1249 hrs/year) **Campus**: Waterloo **Reports to**:Executive Assistant, Office of the Provost and Vice President Academic **Employee Group**:...


  • Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 1 year.** The Administrative Assistant is responsible for providing overall administrative assistance for the Director and operational duties for the Alumni Relations (AR) team that contributes to team success. It is the responsibility of the Assistant to work predominantly with the Director as a key contact for all internal and external...


  • Waterloo, Canada University of Waterloo Full time

    Overview: The Administrative Coordinator, Graduate Studies is responsible for the administration of the departmental graduate studies office. The incumbent receives functional direction from the Associate Chair, Graduate Studies and performs a wide range of activities supporting all aspects of the graduate program, including, but not limited to, information...


  • Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 1 Year** The Undergraduate Studies Administrative Coordinator (USAC) coordinates HR activities for hiring students, administers research assistant and award programs, manages undergraduate events, assists with undergraduate operations, and provides administrative support to the Undergraduate Studies Directors, Undergraduate Studies...


  • Waterloo, Canada University of Waterloo Full time

    Overview: The Undergraduate Studies Administrative Coordinator (USAC) coordinates HR activities for hiring students, administers research assistant and award programs, manages undergraduate events, assists with undergraduate operations, and provides administrative support to the Undergraduate Studies Directors, Undergraduate Studies Manager, and the...


  • Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 15 months** This position is responsible for providing administrative and secretarial support for the department undergraduate and research programs. **Responsibilities**: Provide undergraduate program support, including, but not limited to, the following activities: - Provide administrative and secretarial support to the Associate Chair...


  • Waterloo, Canada University of Waterloo Full time

    Overview: The Administrative & Financial Coordinator is responsible for administrative, facility, financial, and technical support activities within the Math Faculty Computing Facility (MFCF). Administrative & Financial Coordinator reports to the director and provides advice and continuity for all staff on an ongoing basis. The individual is responsible for...


  • Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 13 months** The Administrative Coordinator, PhD is an administrative position in the Engineering Graduate Studies Office (EGSO), reporting to the Manager, Graduate Operations (MGO), and is responsible for overseeing day-to-day operations of the faculty’s PhD graduate degree programs from admission to degree completion. Additionally, this...


  • Waterloo, Canada University of Waterloo Full time

    Overview Term: 15 months  This position is responsible for providing administrative and secretarial support for the department undergraduate and research programs. Responsibilities Provide undergraduate program support, including, but not limited to, the following activities: Provide administrative and secretarial support to the...


  • Waterloo, Canada University of Waterloo Full time

    Overview Term: 15 months  This position is responsible for providing administrative and secretarial support for the department undergraduate and research programs. Responsibilities Provide undergraduate program support, including, but not limited to, the following activities: Provide administrative and secretarial support to the...


  • Waterloo, Canada Region of Waterloo Full time

    **Our Story**: Committed to fostering opportunities for current and future generations, the Region of Waterloo is an inclusive, thriving and sustainable region of connected rural and urban communities with global reach. Our mission is to serve, engage and inspire, by delivering quality services to a diverse population of 630,000+, while creating a healthy,...