Financial Administrative Assistant

**Job Posting: Administrative Assistant** We are seeking a detail-oriented and organized Administrative Assistant to join our team. As an Administrative Assistant, you will be responsible for various administrative tasks related to document management, financial transactions, and client services. **Key Responsibilities**: - Perform administrative tasks,...

**Administrative Assistant** - 2303943 Vijay Wealth Advisory of Raymond James Ltd. is looking for an Administrative Assistant to work with our team of financial professionals in our North York office. Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...

Goldstein Financial Consultants is an independent Mutual Fund Dealership located in North York. It is a family owned business that has been in operations for over 50 years. **Position Summary**: The primary responsibility for this role is to ensure the seamless administration of the mutual fund SWP/RRIF/LIF module for all clients. This role will also be...

Goldstein Financial Consultants is an independent Mutual Fund Dealership located in North York. It is a family owned business that has been in operations for over 50 years. **Position Summary**: The primary responsibility for this role is to ensure the seamless administration of the mutual fund SWP/RRIF/LIF module for all clients. This role will also be...

Daily & Weekly Repsonsibilities include: - Communicating directly with clients including making outgoing phone calls for mortgage leads, answering incoming phone calls and responding to any mortgage related inquiries - Providing admin assistance on all files, data entry, collection of documents and keeping all deal files organized - Creating efficiency...

**Overview** **Duties** - Receive, sort, distribute, and file incoming mail, fax, memos, and general correspondence. - Order office supplies and perform inventory control. - Prepare premium notices and follow up with clients for premium payments. - Process cash surrender and adjusted cost base value requests; share with clients or their accountants. -...

Goldstein Financial Consultants is an independent Mutual Fund Dealership located in North York. It is a family owned business that has been in operations for over 50 years. **Position Summary**: The primary responsibility for this role is to ensure the seamless administration of the mutual fund SWP/RRIF/LIF module for all clients. This role will also be...

**Responsibilities**: - Answer, screen and forward incoming phone calls - Greet and welcome guests as soon as they arrive at the office - Direct visitors to the appropriate person and office - Ensure reception area is tidy and presentable, with all necessary stationery and material (pens, forms, and brochures) - Receive sort and distribute daily...

**BRIEF INTRODUCTION** As an Administrative Assistant, you will be responsible for providing administrative support to two financial advisors. **IS THIS ROLE RIGHT FOR YOU** In the role you will: - Work with digital platforms, to manage new and existing client relationships - Deliver and record client communications, documentation, and transactions -...

Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their families. As a...

**Position Overview**:This multifaceted role at Maple Tattoo Supply requires a highly organized and detail-oriented individual who can efficiently manage office tasks, provide support to the manager, and maintain financial records. You will play a vital part in ensuring the smooth operation of our office and contribute to the overall success of our...

Goldstein Financial Consultants is an independent Mutual Fund Dealership located in North York. It is a family-owned business that has been in operations for over 50 years. **The opportunity** **Responsibilities** - Answering all calls, greeting guests and clients - Sorting/Distributing/Tracking Mail and Courier delivery & Track postage - Receiving and...

Goldstein Financial Consultants is an independent Mutual Fund Dealership located in North York. It is a family-owned business that has been in operations for over 50 years. **The opportunity** **Responsibilities** - Answering all calls, greeting guests and clients - Sorting/Distributing/Tracking Mail and Courier delivery & Track postage - Receiving and...

Education: Bachelor's degree - Experience: 5 years or more **Work setting**: - Finance **Budgetary responsibility**: - $100,001 - $500,000 **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions -...

**PPI company overview**: **PPI (an independent subsidiary of iA Financial)** is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with...

**PPI company overview**: **PPI (an independent subsidiary of iA Financial)** is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with...

**PPI company overview**: **PPI (an independent subsidiary of iA Financial)** is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with...

Job Title: Office Manager / Administrative Assistant Location: Greater Toronto Area (GTA), Ontario About Us: UTES Design&Build is a fast-growing engineering/architectural consulting firm with projects across the Greater Toronto Area (GTA). We are a team of six engineers, designers, and project managers specializing in residential and commercial projects,...

Job Req ID: 1526 Title**:Administrative Assistant** Company: Canada Lands **Location: Parc Downsview Park - 70 Canuck Ave, Toronto, ON** Employment Status: Employee (Full-time) **PURPOSE OF ROLE** The Administrative Assistant provides administrative support to the Attractions and Real Estate teams and acts as receptionist and office services...

**BRIEF INTRODUCTION** As a Junior Administrative Assistant, you will be responsible for providing administrative support to two financial advisors. **IS THIS ROLE RIGHT FOR YOU** In the role you will: - Work with digital platforms, to manage new and existing client relationships - Deliver and record client communications, documentation, and...