Financial Services Administrative Assistant
2 weeks ago
**Job Title**: Administrative Assistant
**Location**: Waterloo, ON.
**Job Type**: Full-time
**About Us**:
We are a growing wealth management firm committed to delivering personalized financial solutions and exceptional client service. Our team of professionals works closely with clients to help them achieve their financial goals through strategic planning and thoughtful advice. We are seeking a highly organized and proactive Administrative Assistant to support our team and contribute to the efficient operation of the office.
As an Administrative Assistant, you will play a key role in ensuring smooth office operations, providing administrative support to wealth advisors, and helping to enhance the overall client experience. This is a dynamic role with opportunities to engage in various aspects of wealth management.
Having a Canadian Securities Certificate is a valuable asset for an administrative role, showcasing a solid understanding of financial markets, investment principles, and regulatory frameworks. This credential enhances the ability to support finance-related tasks, provide informed insights, and contribute to the organization's financial operations with confidence and precision. This would allow for future advancement within our firm.
**Key Responsibilities**:
- **Administrative Support**: Provide daily administrative support to the wealth management team, including calendar management, meeting scheduling, and preparing documents.
- **Document Management**: Assist with the preparation, filing, and organization of client documents and financial reports.
- **Data Entry & Reporting**: Input and update client information in CRM and financial software, ensuring accuracy and confidentiality.
- **Miscellaneous Tasks**: Assist with ad-hoc projects and other administrative duties as required.
**Qualifications**:
- Proven experience in an administrative support role, ideally within the financial services or wealth management industry. Knowledge of financial terminology and basic investment concepts.
- Strong organizational skills with the ability to manage multiple tasks simultaneously.
- Excellent communication skills, both written and verbal.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with CRM systems.
- High level of attention to detail and accuracy.
- Ability to maintain confidentiality and handle sensitive information with discretion.
- Positive attitude, strong work ethic, and a proactive approach to problem-solving.
**Why Join Us?**
- Competitive salary, spending account, phantom shares.
- Opportunity for professional growth and development in the wealth management industry.
- A collaborative and encouraging workplace, with dedicated team members committed to fostering growth and supporting your success in this role.
**How to Apply**:
**Job Types**: Full-time, Permanent
Pay: $38,000.00-$50,000.00 per year
Additional pay:
- Bonus pay
**Benefits**:
- RRSP match
- Wellness program
Flexible language requirement:
- French not required
Schedule:
- 8 hour shift
Application question(s):
- Willing to submit to a complete background check.
**Experience**:
- Wealth Management: 3 years (preferred)
**Language**:
- English at a Professional Level (required)
Licence/Certification:
- Canadian Securities Course (preferred)
Work Location: In person
Application deadline: 2025-02-01
-
Administrative Operations Coordinator
4 weeks ago
Waterloo, Ontario, Canada Ogilvie Financial Services Inc. Full timeWe are seeking a highly organized and detail-oriented Administrative Operations Coordinator to join our team at Ogilvie Financial Services Inc.Job SummaryThis is a permanent, full-time position that offers a competitive salary of $60,000 per year.The ideal candidate will have experience in administrative roles and be proficient in coordinating daily...
-
Financial Administrative Assistant
6 months ago
Waterloo, Canada Sanderson Management Inc. Full time**JOB REQUIREMENTS**: - Possess an understanding of Generally Accepted Accounting Principles - Post-Secondary education in Accounting, Finance or related discipline preferred; or one to two years equivalent workplace experience. - Proficient with MS Office Suite and Google Suite and experience with Excel - Experience with Condo Manager or condominium...
-
Financial and Administrative Coordinator
6 months ago
Waterloo, Canada University of Waterloo Full timeOverview: The Financial and Administrative Coordinator is responsible for research and administrative activities in the Department of Geography and Environmental Management. They are the key point of contact for financial and procurement support. The coordinator manages the operating and research accounting and ensures compliance with university and...
-
Administrative Assistant
4 weeks ago
Waterloo, Canada BMO Financial Group Full time20 Erb Street West Waterloo Ontario,N2L 1T2 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Coordinates marketing activities on behalf of the advisory team, including website, social media...
-
Client Service Assistant
3 months ago
Waterloo, Canada BMO Financial Group Full time20 Erb Street West Waterloo Ontario,N2L 1T2 Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. - Manages client documentation for correspondence and set-up. - Collaborates with internal and external stakeholders in order to deliver on...
-
Administrative Assistant/coordinator
6 months ago
Waterloo, Canada Young Financial Group Full timeDo 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...
-
Administrative Assistant
3 months ago
Waterloo, Canada Anchoridge Counselling Services Full timeAnchoridge Counselling Services is a private practice in the Kitchener/Waterloo region. We are seeking an Administrative Assistant to join our team. This position includes but is not limited to the following: - Receiving visitors at the front desk by greeting, welcoming, directing, and announcing them appropriately - Scheduling clients appointments -...
-
Client Service Assistant
6 months ago
Waterloo, Canada BMO Financial Group Full time20 Erb Street West Waterloo Ontario,N2L 1T2 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Books meetings with new prospects and prepares introductory package for the prospect/referral. -...
-
Financial Services Director
1 month ago
Waterloo, Ontario, Canada MarshallZehr Full timeMarshallZehr OverviewWe are a leading provider of customized construction and development financial solutions for high-performing real estate developers in Canada.Our team's decades of experience help deliver strategic insight and vision necessary to craft tailored financial solutions, all backed by our industry recognized mortgage administration services.We...
-
Financial Management Assistant
1 month ago
Waterloo, ON, Canada Dykstra Financial Management Inc. Full timeFinancial Management AssistantWe are seeking a highly skilled Financial Management Assistant to join our team at Dykstra Financial Management Inc. The ideal candidate will have a strong background in financial management and excellent analytical skills.Job Duties:Maintain accurate and up-to-date financial records, including accounts payable and accounts...
-
Administrative Assistant
2 months ago
Waterloo, Canada Ogilvie Financial Services Inc. Full timeEducation: Secondary (high) school graduation certificate - Experience: Experience an asset - **Work setting**: - Finance and insurance - ** Tasks**: - Assist with staff consultation and grievance procedures - Coordinate the activities of the HR department in order to ensure they meet the organization's goals - Coordinate the flow of information within the...
-
Client Service Assistant
6 months ago
Waterloo, Canada BMO Financial Group Full time20 Erb Street West Waterloo Ontario,N2L 1T2 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Coordinates marketing activities on behalf of the advisory team, including website, social media...
-
Senior Research Financial Administrator
4 weeks ago
Waterloo, Ontario, Canada University of Waterloo Full timeOverviewThe Senior Research Financial Administrator will play a key role in ensuring the financial integrity and compliance of research grants and contracts at the University of Waterloo. This position requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.Job DescriptionResearch...
-
administrative assistant
6 months ago
Waterloo, Canada Ogilvie Financial Services Inc. Full timeEducation: Secondary (high) school graduation certificateExperience: Experience an assetWork settingFinance and insuranceTasksAssist with staff consultation and grievance proceduresCoordinate the activities of the HR department in order to ensure they meet the organization's goals Coordinate the flow of information within the teamDirect and control daily...
-
Financial Services Administrator Specialist
4 weeks ago
Waterloo, Ontario, Canada Equitable Life of Canada Full timeWe are seeking a highly skilled Financial Services Administrator to join our team at Equitable Life of Canada.About the RoleThis is a permanent, full-time opportunity that will be based in our office in Waterloo, ON. As a Savings and Retirement Administrator, you will play a key role in administering new business and in-force transactions for various...
-
administrative assistant
5 months ago
Waterloo, Canada Ogilvie Financial Services Inc. Full timeEducation: Expérience: EducationSecondary (high) school graduation certificateWork settingFinance and insuranceTasksAssist with staff consultation and grievance proceduresCoordinate the activities of the HR department in order to ensure they meet the organization's goals Coordinate the flow of information within the teamDirect and control daily operations...
-
Executive Support Specialist
4 weeks ago
Waterloo, Ontario, Canada Ogilvie Financial Services Inc. Full timeCompany Overview: At Ogilvie Financial Services Inc., we strive to provide exceptional support to our clients and team members alike. Our HR department plays a crucial role in ensuring the smooth operation of our daily activities.About the Role: We are seeking an experienced Executive Support Specialist to join our team. As an integral part of our HR...
-
Administrative Assistant
6 months ago
Waterloo, Canada Anchoridge Counselling Services Full timeAnchoridge Counselling Services is a private practice in the Kitchener/Waterloo region. We are seeking an Administrative Assistant to join our team. This position includes but is not limited to the following: - Receiving visitors at the front desk by greeting, welcoming, directing, and announcing them appropriately - Scheduling clients appointments -...
-
Administrative Assistant
6 months ago
Waterloo, Canada Anchoridge Counselling Services Full timeAnchoridge Counselling Services is a private practice in the Kitchener/Waterloo region. We are seeking an Administrative Assistant to join our team. This position includes but is not limited to the following: - Receiving visitors at the front desk by greeting, welcoming, directing, and announcing them appropriately - Scheduling clients appointments -...
-
Administrative Assistant
6 months ago
Waterloo, Canada Spectramedx Inc. Full timeSpectramedx is looking for talented individuals to join our Waterloo team to fill the role of Administrative Assistant. The role requires physical presence at our Waterloo office in performing administrative duties and office management. **Requirements**: - Minimum 2 years experience within Administrative Assistant position - Office Administration degree...