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Administrative Assistant to the Foundation

1 month ago

Cambridge, Ontario, Canada CI Assante Wealth Management Full time
Job Title: Administrative Assistant to the Foundation

CI Assante Wealth Management is seeking a highly skilled and experienced Administrative Assistant to join our team. As a key member of our operations team, you will play a crucial role in supporting the smooth operation of our business.

Key Responsibilities:
  • Provide exceptional client service and support to our clients and financial advisors
  • Manage and maintain accurate and up-to-date client records and data
  • Prepare and analyze financial plans and reports
  • Coordinate and execute investment instructions and account changes
  • Support the development and implementation of new business initiatives
Requirements:
  • IIROC certification
  • Minimum 2 years of experience in a related field
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
What We Offer:
  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a new challenge, please submit your application.