Financial Services Administrator

1 month ago


Stratford, Canada Stiller Financial Full time

**About Stiller Financial**

**About the job**
- Represent the Stratford branch for all walk-ins
- Handle intake forms new clients and taxation
- Administer phone service requests and inquiries
- Support administrations staff with daily tasks and tickets
- Manage office specific needs such as ordering supplies and banking
- Proactively reach out to clients to ensure their needs are met, schedule meetings, and prepare appropriate reporting

**About you**
- Post-secondary diploma in Administration or Business or a related field
- 1-2 years’ experience in a customer service, administrative, or in a client services representative role
- Knowledge and experience in a financial services environment
- Proficiency in contact center technology and best practices
- Expertise in commonly accepted office and administrative practices, processes and procedures
- Strong computer skills and knowledge
- Robust communication and interpersonal skills
- Demonstrated verbal and written communication skills to communicate effectively with staff at all levels, including the public and to prepare/edit drafts
- Demonstrated time management, organizational, and attention to detail skills and abilities to prioritize multiple, often conflicting priorities

Schedule:

- Monday to Friday

Application question(s):

- What are your salary expectations? (response required)

**Experience**:

- Computer: 1 year (required)
- Financial Services administrative support: 1 year (required)

**Location**:

- Stratford, ON N5A 5S9 (required)

Work Location: In person



  • Stratford, Canada Stiller Financial Full time

    **About Stiller Financial** **About the job** - Represent the Stratford branch for all walk-ins - Handle intake forms new clients and taxation - Administer phone service requests and inquiries - Support administrations staff with daily tasks and tickets - Manage office specific needs such as ordering supplies and banking - Proactively reach out to clients...


  • Stratford, Canada Peak Investment Services Full time

    **Job Overview**: We are seeking an experienced Client Services Assistant to the Sr. Financial Advisor to join our team. The Client Services Assistant will help clients meet their financial goals by providing administrative and operational support as instructed by the Sr. Financial Advisor. **Duties and Responsibilities**: - Schedule appointments and...


  • Stratford, Ontario, Canada MNP Full time

    Empowering Client SuccessMNP, a leading national accounting, tax and business advisory firm in Canada, is seeking a talented Financial Services Advisor to join our Assurance & Accounting team.As a trusted advisor, you will provide comprehensive, tailored financial information that enables clients to make informed decisions with confidence.Our empowered teams...


  • Stratford, Ontario, Canada Royal Bank of Canada> Full time

    Job Title:Financial AdvisorJob Summary:We are seeking a skilled Financial Advisor to join our team at the Royal Bank of Canada. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and objectives. You will work closely with our clients to understand their financial needs and provide personalized advice and...


  • Stratford, Ontario, Canada Royal Bank of Canada Full time

    Unlock Your Potential as a Financial Services RepresentativeAre you passionate about delivering exceptional customer experiences and driving business growth? Do you have a knack for understanding clients' needs and finding innovative solutions?We are seeking a highly motivated and results-driven Financial Services Representative to join our team at Royal...


  • Stratford, Canada Sunrise Health Services Full time

    **Job Summary**: As an Administrative Assistant, you will provide front desk administrative support to ensure efficient operation of the office. **Responsibilities**: - Perform general administrative duties, including answering phone calls, scheduling appointments, and managing calendars for multiple practitioners - Provide exceptional customer service and...

  • Accounting Clerk

    4 weeks ago


    Stratford, Ontario, Canada Majer's Motel Full time

    Job Summary:We are seeking an experienced Accounting Clerk to join our team at Majer's Motel. The successful candidate will be responsible for providing financial support to our operations, ensuring accurate and timely record-keeping, and contributing to the overall success of our business.About the Role:This is a permanent position offering 35 hours of work...


  • Stratford, Ontario, Canada Royal Bank of Canada Full time

    Company OverviewRoyal Bank of Canada is a leading financial institution committed to delivering trusted advice and helping clients thrive.SalaryThe estimated salary for this position is between $60,000 and $80,000 per year, depending on experience.Job DescriptionWe are seeking a Financial Service Specialist to join our team. As a key member of our branch,...


  • Stratford, Canada Trillium Hatchery Full time

    **Who we are**: Trillium Hatchery is a commercial hatchery based in Stratford Ontario. We are a small team looking to add an **Junior Financial Controller **who will grow with the company. We are the only hatchery in Ontario that provides early feed and water, and animal welfare is our top priority. With a small, close-knit team, working with animals,...

  • Financial Controller

    6 months ago


    Stratford, Canada Steed Standard Transportation Full time

    **About us** Steed Standard Transport (SST) is a family-owned and operated business spanning four generations. Headquartered in Stratford, Ontario, we are proud to be one of the most recognized and dependable transportation companies in Canada. With over 110 years on the roads, our on-time deliveries, competitive pricing, outstanding customer service, and...


  • Stratford, Ontario, Canada MNP Full time

    MNP, a leading national accounting and advisory firm in Canada, is seeking a highly skilled Strategic Financial Professional to join their team.As a senior accountant, you will be responsible for providing business strategies and solutions to clients, leveraging your technical expertise to drive results. With a focus on financial reporting, budgeting, and...


  • Stratford, Canada One Care Home & Community Support Services Full time

    ***: Reporting to the Director, Client Services, the Administrative Assistant, provides support to the Director as well as facilitates the effective functioning of the daily operations and supports key projects of the team and individual leaders as assigned. **QUALIFICATIONS**: - Minimum educational qualifications include a year college diploma in office...


  • Stratford, Ontario, Canada MNP Full time

    About UsMNP is a leading national accounting, tax, and business advisory firm in Canada. Our entrepreneurial culture thrives on innovation and change.We're looking for a talented individual to join our team as a Senior Accountant, Assurance and Accounting. The ideal candidate will have a strong background in accounting, excellent technical skills, and a...


  • Stratford, Canada One Care Home & Community Support Services Full time

    ***: Reporting to the Director, Finance & Business Operations, the Administrative Assistant, Business Operations provides support to the Director as well as facilitates the effective functioning of the business operations group and supports key projects of the team and individual leaders as assigned. **QUALIFICATIONS**: - Minimum educational qualifications...


  • Stratford, Ontario, Canada Aspira Carolina Retirement Living Full time

    Aspira Carolina Retirement Living is seeking an exceptional Administrative Operations Manager to join our team. In this key management position, you will play a pivotal role in overseeing the day-to-day administrative functions and processes at our Long Term Community or Retirement Residence.The successful candidate will be responsible for creating an...

  • Financial Advisor

    2 months ago


    Stratford, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...


  • Stratford, Canada Discover Chiropractic Full time

    **Overview** **Duties** - Perform data entry tasks accurately and efficiently to maintain up-to-date records. - Assist with scheduling appointments and maintaining calendars for team members. - Handle administrative tasks such as filing documents, proofreading materials, and preparing reports. - Supporting financials of the company by collecting and...


  • Stratford, Canada Information Services Corporation Full time

    Company Name: UPLevel Contact Center Solutions Inc. We are looking for a Trust Accounting/Finance Support to help grow our business and contribute to our future. The Finance Support will work in a team atmosphere, supporting the organization by assisting with day -to-day administrative, accounting, data entry and finance support. The Finance Support will...

  • Personal Banker

    6 months ago


    Stratford, Canada BMO Financial Group Full time

    73 Downie Street Stratford Ontario,N5A 1W8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...


  • Stratford, Canada Edward Jones Full time

    **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team**.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team...