Financial Operations Coordinator Position

1 day ago


Markham, Ontario, Canada Visconti Financial Group Full time
About Visconti Financial Group Inc

We are a respected financial planning practice with a strong reputation for delivering exceptional services to our clients. With over 16 years of industry expertise, we provide personalized financial solutions tailored to meet the unique needs of each individual or family.

We are committed to building long-term relationships with our clients based on trust, respect, and open communication.

Administrative Assistant Job Description

This is an exciting opportunity to join our team as an Administrative Assistant. As a key member of our support staff, you will be responsible for providing exceptional administrative support to our owner, ensuring seamless day-to-day operations, and contributing to the growth and success of our company.

The ideal candidate will be a highly organized and detail-oriented individual with excellent communication skills, able to prioritize tasks effectively, and maintain confidentiality at all times.

Key Responsibilities
  • Manage the owner's schedule, coordinate client meetings, and ensure timely follow-up
  • Provide high-quality administrative support, including email management, supply ordering, and mail processing
  • Process investment account applications, transfers, and trades efficiently and accurately
  • Collaborate with suppliers from investment dealers, mutual fund companies, and insurance carriers to ensure smooth workflow
Requirements

To succeed in this role, you will require:

  • A university or college degree
  • Excellent communication and interpersonal skills
  • Proven experience in administrative roles, preferably in the financial services industry
  • Proficiency in Microsoft Windows, Office, Excel, Teams, Zoom, and Adobe
Compensation and Benefits

We offer a competitive compensation package, including a base salary of $60,000, results-based personal bonus, paid vacation, and health spending account.

The work schedule is from 9am to 4pm, Monday to Friday, with the possibility of a hybrid work schedule in the future.



  • Markham, Ontario, Canada Rise People Full time

    Job DescriptionWe are looking for an experienced Receivables and Payables Manager to oversee the day-to-day activities of our accounting department. As a key member of our finance team, you will be responsible for managing our cash flow, reconciling accounts, and analyzing financial data to inform business decisions.Your responsibilities will...


  • Markham, Ontario, Canada Minnesota Council of Nonprofits Full time

    Job DescriptionThe Finance Director is a key member of the Senior Leadership Team responsible for overseeing all financial operations in accordance with generally accepted accounting principles. This role manages budgeting, financial planning, accounting, auditing, and compliance while collaborating with cross-functional teams to drive the organization's...


  • Markham, Ontario, Canada Visconti Financial Group Full time

    Company OverviewVisconti Financial Group Inc is a comprehensive financial planning practice with over 16 years of industry expertise. We provide holistic financial solutions to young families, professionals, business owners, pre-retirees, and retirees.


  • Markham, Ontario, Canada Veoneer Canada Safety Systems Full time

    Join Our TeamWe are seeking a skilled Financial Operations Specialist to join our dynamic team at Veoneer Canada Safety Systems. In this role, you will play a critical part in maintaining our financial systems, analyzing data, and ensuring compliance with regulatory requirements.About the RoleYou will be responsible for:Managing inventory levels and...


  • Markham, Ontario, Canada The Mason Group Inc Full time

    **About the Role:**The Mason Group Inc is a world leader in manufacturing with extensive Global Operations. We are currently seeking a highly skilled and experienced Senior Financial Analyst to join our team.Key Responsibilities:Evaluate divisional accounting processes to ensure accuracy and compliance with Group and Corporate reporting timelines.Prepare...


  • Markham, Ontario, Canada Neo Financial Full time

    At Neo Financial, we're revolutionizing the way Canadians manage their finances. As a Store Manager, you'll be responsible for overseeing all aspects of store operations, including sales performance, staffing, inventory management, and customer service. Your primary goal will be to create a positive work environment that fosters teamwork, collaboration, and...


  • Markham, Ontario, Canada Shoppers Drug Mart Full time

    Shoppers Drug Mart is seeking a highly skilled Store Operations Coordinator to join our team. As an Assistant Manager, you will play a key role in managing the day-to-day operations of our store, including maintaining store standards, managing labour scheduling, and leveraging Work Force Management (WFM) to maximize labour productivity.You will work closely...


  • Markham, Ontario, Canada Visconti Financial Group Full time

    About UsVisconti Financial Group Inc is a renowned financial planning practice based in Markham, Ontario with over 16 years of industry expertise.We provide comprehensive financial planning solutions to diverse clients including young families, professionals, business owners, pre retirees and retirees.Ourservices encompass Retirement Income Planning,...


  • Markham, Ontario, Canada The Mason Group Inc Full time

    Job Title: Project Financial CoordinatorJob Summary: We are seeking a highly skilled Project Financial Coordinator to join our team at The Mason Group Inc. In this role, you will be responsible for monitoring and allocating costs to specific project categories, coordinating with project managers to ensure all project costs are captured and recorded...


  • Markham, Ontario, Canada Neo Financial Full time

    We're seeking an experienced Store Manager to lead our store operations at Neo Financial. As a key member of our team, you'll be responsible for:Main Accountabilities:Sales Performance: Drive sales growth through effective team management, customer engagement, and strategic planningTeam Development: Recruit, train, and motivate a high-performing team to...


  • Markham, Ontario, Canada Visconti Financial Group Full time

    Job Title: Administrative AssistantCompany ProfileVisconti Financial Group Inc is a reputable financial planning practice with a strong track record of delivering exceptional services to our clients. With over 16 years of industry expertise, we provide comprehensive financial solutions tailored to meet the unique needs of each individual or family.We are...

  • Financial Planner

    2 weeks ago


    Markham, Ontario, Canada BMO Financial Full time

    Application Deadline: 04/25/2025 Address: 900 - 5221 Hwy 7 E Job Family Group: Retail Banking Sales & ServiceJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and much more....

  • Financial Planner

    1 week ago


    Markham, Ontario, Canada BMO Financial Full time

    Application Deadline: 04/04/2025 Address: 3993 Highway 7 Job Family Group: Retail Banking Sales & ServiceJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and much more....

  • Financial Planner

    2 weeks ago


    Markham, Ontario, Canada BMO Financial Full time

    Application Deadline:04/04/2025Address:3993 Highway 7 Job Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and much more....


  • Markham, Ontario, Canada Metergy Solutions Inc. Full time

    About Metergy Solutions Inc.Metergy Solutions Inc. is a leading provider of submetering solutions in North America, serving clients for over 20 years. We specialize in turnkey submetering services, supplying, installing, and remotely reading meters to measure individual suite consumption of electricity, water, gas, and thermal energy in multifamily and...


  • Markham, Ontario, Canada Visconti Financial Group Full time

    Company OverviewVisconti Financial Group Inc is a leading financial planning practice with over 16 years of industry expertise. Our team provides holistic financial solutions to young families, professionals, business owners, pre-retirees, and retirees. We offer a range of services including Retirement Income Planning, Portfolio Management, Estate Planning,...


  • Markham, Ontario, Canada Visconti Financial Group Full time

    Work with UsWe are looking for a talented and motivated Administrative Assistant to join our team. As a key member of our support staff, you will be responsible for providing exceptional administrative support to our owner, ensuring seamless day-to-day operations, and contributing to the growth and success of our company.The ideal candidate will be a highly...


  • Markham, Ontario, Canada Rosedale International Education Full time

    The RoleWe are seeking a Manager of Financial Operations to lead and optimize our finance and accounting functions in a fast-growing EdTech company. This role will be responsible for overseeing financial planning, budgeting, forecasting, general accounting, partner (business) contract management, and supporting strategic new projects. The ideal candidate...


  • Markham, Ontario, Canada Accounting Advantage Full time

    Job Title: Financial Operations ManagerAbout Us:At Accounting Advantage, we are seeking a highly skilled Financial Operations Manager to oversee our accounting systems and controls. This is an excellent opportunity for a seasoned accounting professional to lead our team and contribute to our company's success.Responsibilities:Develop and implement effective...


  • Markham, Ontario, Canada Aviva plc Full time

    Financial Analyst, Finance Operations - Quality AssuranceFinancial Analyst, Finance Operations - Quality AssuranceApply locations Markham posted on Posted Yesterday job requisition id R-151354Individually we are people, but together we are Aviva. Individually these are just words, but together they are our Values – Care, Commitment, Community, and...