Wealth and Estate Planning Administrative Assistant

Thrive Wealth Management is a wealth management firm serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice. Our employees are team-oriented individuals and support a relationship-based...

Job Summary: - Real estate license not required. However, would be considered an asset **Responsibilities**: - Assist with marketing efforts including creating listing materials and managing online listings - Communicate with clients, vendors, and other parties involved in real estate transactions - Maintain accurate and up-to-date client databases -...

Job Summary: - Real estate license not required. However, would be considered an asset **Responsibilities**: - Assist with marketing efforts including creating listing materials and managing online listings - Communicate with clients, vendors, and other parties involved in real estate transactions - Maintain accurate and up-to-date client databases -...

Full time assistant in a busy real estate office. Salary negotiable dependent on qualifications. Must own a car and be willing to work evenings and weekends. **Salary**: $17.00-$25.00 per hour Supplemental pay types: - Bonus pay - Commission pay Work Location: In person Application deadline: 2023-06-15 Expected start date: 2023-07-03

**Enhance your career in an entrepreneurial environment** **where you define your success & work as part of a team** **The Associate Opportunity** As an Associate, you will support a Senior Financial Advisor and their team with their financial planning practice, providing a full range of financial products and services for clients. This career is both...

We’re hiring! Join our team, committed to providing elite financial planning services to our clients including wealth, investment, tax, estate, insurance, retirement planning products. Action Financial Group iA Private Wealth is an inclusive and driven team that values the impact that effective financial planning can have on clients’ quality of life and...

**Primary Locations**:St. Catharines, Ontario**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Partner to help us improve...

Education: Secondary (high) school graduation certificate - Experience: 1 to less than 7 months **Tasks**: - Schedule and confirm appointments - Maintain filing system - Determine and establish office procedures and routines - Arrange travel, related itineraries and make reservations - Prepare and key in correspondence and legal documents - Review and...

**Primary Locations**:St. Catharines, Ontario**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Partner to help us improve...

S3 Technical is looking for an energetic, organized, detail-oriented, career-minded individual to join our growing administrative team. Must be able to thrive in a fast-paced, deadline-driven environment. S3 Technical specializes in delivering and manufacturing innovative, high-quality custom and specialty aluminum and stainless-steel cladding...

We are seeking a full-time experienced Paralegal to join our St. John's team to provide legal administrative support to the Wills and Estate team. Summary of responsibilities Preparing Estate documentation including Wills, Powers of Attorney, Personal Directives for Medical Care, and all documents necessary for the Probate process; Maintaining excellent...

We are seeking a full-time experienced Paralegal to join our St. John's team to provide legal administrative support to the Wills and Estate team. Summary of responsibilitiesPreparing Estate documentation including Wills, Powers of Attorney, Personal Directives for Medical Care, and all documents necessary for the Probate process; Maintaining excellent...

**Liquor Reporting Administrator** **ABOUT AGLC** Alberta Gaming, Liquor & Cannabis (AGLC) is a dynamic organization leading Alberta’s gaming, liquor and cannabis industries. Our team of high performers is driven to provide our customers with outstanding service and Albertans with choices they can trust. **ABOUT LIQUOR & CANNABIS** The Liquor & Cannabis...

**Administrative Assistant** An Admin Assistant will perform variety of duties that support the company’s business functions including, administration, human resources, marketing, and finance. They need to understand and demonstrate company mission, vision, and values; constantly strive to support the company's achievement of corporate goals and...

_We are Niagara’s oldest (1882) firm, located in St Catharines - LCW is the trusted team of legal professionals transforming our client’s legal needs into peace of mind._ We are seeking a legal assistant to support the day-to-day activities of a lawyer whose primary responsibility is Real Estate. General Solicitor assistance work and asset. This role...

Global Traffic Group Ltd. is a leader in traffic safety technology and always developing the latest and greatest to make the streets safer. We are looking for a “go getter” that can think outside the box and has great ideas. This position will be exciting and challenging so if you are up for a new opportunity, please submit your expression of...

Global Traffic Group Ltd. is a leader in traffic safety technology, always developing the latest and greatest to make the streets safer. We are looking for an Administrative Assistant on our processing team who a “go-getter” that can think outside the box and has great ideas. This position will be exciting and challenging, so if you are up for a new...

**About this opportunity** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. The AVP Wealth Strategy & Transformation will be responsible for the development of key Wealth growth and...

**Office Administrator Assistant** We are looking for office administrator assistant! This role requires someone who is capable of multitasking, managing office procedures, and interacting professionally with colleagues and clients. A keen eye for detail and organizational skills are essential in this role. If you are an enthusiastic, resourceful...

Requisition ID: 199822 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you'll...