Financial Administrative Assistant

3 weeks ago


Stoney Creek, Canada Concepts (GTA) Inc. Full time

**Financial Administrative Assistant**

Full-time in office

Since 1993, this full-service wealth management firm has offered investment and insurance advisory services to businesses and individuals while taking pride and joy in clients' financial security. They are looking to add a new Financial Administrative Assistant to their team to support 4 financial advisors. This is a fun, hard-working atmosphere where the team is family oriented, inclusive, and easygoing.

**Responsibilities**:

- Prepare documentation for client meetings; agendas, disclosure agreements, privacy information, risk tolerance, statements, summaries, follow-up
- Prepare Monthly reports for clients & upload all incoming documents to CRM; Salesforce
- Administrative support to 4 financial advisors on the team
- DocuSign preparation and processing
- calendar management
- Follow up and confirm transfers and trades
- Insurance processing
- Life & Living Benefits, Segregated funds /transfers
- Advisor Continuing Education credits coordination; webinars, seminars, reports on several systems - keep advisors on track
- General audit of office and building supplies
- Newsletters with topical & informative items
- Special Projects throughout the year; Waterdown Scarecrow contests, client appreciation events, community events
- Occasional errands, visits to pick up and drop off, etc.
- Other duties as assigned; for example, client appreciation, marketing, Social Media

**Requirements**:

- Post-secondary education in a related field, i.e., Insurance and/or Business Administration programs, ideal
- Previous administrative experience within the financial, insurance, and/or wealth management industry is considered an asset
- LLQP is an asset
- Knowledge of CRM; Salesforce is considered an asset
- High proficiency with MS Office 365 and One Drive
- Exceptional multitasking ability, prioritizing, and flexible

**Compensation/ Benefits**:

- Salary $44-50K
- Health & Dental
- 3 Weeks Vacation



  • Stoney Creek, Canada iA Private Wealth-Tier One Family Office Full time

    Industrial Alliance (iA) Private Wealth is a financial and investment firm for businesses and corporations throughout Stoney Creek and the surrounding areas with over 500 corporate clients. For more than two decades Industrial Alliance (iA) Private Wealth has been helping businesses succeed and plan for the financial future. We are currently in a large...


  • Stoney Creek, Canada Concepts (GTA) Inc. Full time

    **Financial Administrative Assistant** Full-time in office - Waterdown ON We are looking for a Financial Administrative Assistant to support 4 financial advisors. This fun, hard-working atmosphere is family oriented, inclusive, and easygoing. **Responsibilities**: - Prepare documentation for client meetings; agendas, disclosure agreements, privacy...


  • Stoney Creek, Canada Tandia Financial Credit Union Full time

    **We invest in people.** Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking an Associate to join our team in our Hamilton Region. This is a full-time permanent role and work hours are Monday to Friday with occasional Saturday shifts. Do you have experience in lending and know the laws and regulations...


  • Stoney Creek, Canada Tandia Financial Credit Union Full time

    **We invest in people.** Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking an Associate to join our team in our Hamilton Region. This is a full-time temporary 12- month contract role covering a maternity leave and work hours are Monday to Friday with occasional Saturday shifts. Do you have experience...


  • Stoney Creek, Canada Russel Metals Full time

    **Reasons to Join Our Team!** - Competitive Salaries - Attractive Profit Sharing Plan - Comprehensive Benefits Program - Pension Plan with employer matching - Company Stock Purchase through payroll deduction - Scholarship Program - Educational Reimbursement Program We are currently seeking someone who is eager to learn, committed to having a safe and...


  • Stoney Creek, Canada King East Dental Full time

    **Administrative Assistant** Our progressive, patient centered family practice is searching for a full-time (35-40 hours/week) **Administrative Assistant** to join our team. We are looking for an enthusiastic individual who is a team-player and will share in our dedication to providing quality patient care and building lasting relationships. Effective...


  • Stoney Creek, Canada DEL Windows & Doors Inc. Full time

    **Manufacturer of custom residential windows & doors for over 35 years, is looking for a Executive Administrative Assistant to join their dynamic team.** **SUMMARY**:To provide personal administrative support and assistance to senior management. **SPECIFIC RESPONSIBILITIES**: - Provide high quality administrative support to senior management team - Day to...


  • Stoney Creek, Canada Hamilton Food Share Full time

    The Administrative Assistant will be required to perform an array of front office administrative duties including the processing of all donations with a high degree of accuracy. This role will also act as a first point of contact and provide general information to donors, clients, and the public. **Donations and gift processing** - Enter all donations in...


  • Stoney Creek, Canada DXP | HSE Integrated Ltd. Full time

    DXP/HSE Integrated is looking for an **Office Administrator** for our Hamilton Office (Stoney Creek). Within this role, the Office Administrator is responsible for a variety of administrative and clerical duties. You will possess strong interpersonal and organizational skills, the ability to function effectively as a part of the team and have above average...


  • Stoney Creek, ON, Canada Robert Half Full time

    If you're skilled at handling a multitude of administrative tasks, Robert Half has an open position for an Executive Assistant who will work to support a C level executive. You will play a critical role in supporting the ongoing operations of a growing company and be able to develop your professional experience and relationships. This Executive Assistant...


  • Stoney Creek, Canada Ackroo Full time

    We are seeking a highly motivated **Financial Controller **for a permanent full-time position at our Hamilton office. Reporting to the Director of Finance, the Financial Controller will be responsible for completing full-cycle accounting and following processes to ensure the business functions efficiently. You will join a dynamic, fast-paced, and highly...

  • Executive Assistant

    2 weeks ago


    Stoney Creek, Canada Robert Half Full time

    If you're skilled at handling a multitude of administrative tasks, Robert Half has an open position for an Executive Assistant who will work to support a C level executive. You will play a critical role in supporting the ongoing operations of a growing company and be able to develop your professional experience and relationships. This Executive Assistant...

  • Executive Assistant

    2 weeks ago


    Stoney Creek, Canada Robert Half Full time

    If you're skilled at handling a multitude of administrative tasks, Robert Half has an open position for an Executive Assistant who will work to support a C level executive. You will play a critical role in supporting the ongoing operations of a growing company and be able to develop your professional experience and relationships. This Executive Assistant...

  • Executive Assistant

    2 weeks ago


    Stoney Creek, Canada Robert Half Full time

    If you're skilled at handling a multitude of administrative tasks, Robert Half has an open position for an Executive Assistant who will work to support a C level executive. You will play a critical role in supporting the ongoing operations of a growing company and be able to develop your professional experience and relationships. This Executive Assistant...


  • Stoney Creek, Canada Richmond Steel Canada Ltd. Full time

    Once established, there is potential for this job to be accomplished on a part time or full time basis, if desired. ''Duties''' - All aspects of accounting - Maintain and update filing systems, both electronic and physical - Perform and maintain financial tasks, such as invoicing, accounts receivable, collections, accounts payable, inventory reconciliation,...


  • Stoney Creek, Canada HSE Integrated Full time

    Description DXP/HSE Integrated is looking for an Office Administrator for our Hamilton Office (Stoney Creek).  Within this role, the Office Administrator is responsible for a variety of administrative and clerical duties. You will possess strong interpersonal and organizational skills, the ability to function effectively as a part of the team and...


  • Stoney Creek, ON, Canada Robert Half Full time

    If you're skilled at handling a multitude of administrative tasks, Robert Half has an open position for an Executive Assistant who will work to support a C level executive. You will play a critical role in supporting the ongoing operations of a growing company and be able to develop your professional experience and relationships. This Executive Assistant...


  • Stoney Creek, ON, Canada Robert Half Full time

    If you're skilled at handling a multitude of administrative tasks, Robert Half has an open position for an Executive Assistant who will work to support a C level executive. You will play a critical role in supporting the ongoing operations of a growing company and be able to develop your professional experience and relationships. This Executive Assistant...

  • Executive Assistant

    2 weeks ago


    Stoney Creek, Canada Robert Half Full time

    If you're skilled at handling a multitude of administrative tasks, Robert Half has an open position for an Executive Assistant who will work to support a C level executive. You will play a critical role in supporting the ongoing operations of a growing company and be able to develop your professional experience and relationships. This Executive Assistant...

  • Executive Assistant

    2 weeks ago


    Stoney Creek, Canada Robert Half Full time

    If you're skilled at handling a multitude of administrative tasks, Robert Half has an open position for an Executive Assistant who will work to support a C level executive. You will play a critical role in supporting the ongoing operations of a growing company and be able to develop your professional experience and relationships. This Executive Assistant...