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Administrative Assistant

2 weeks ago

Barrie, Canada Spectrum Financial Strategies Full time

**Company Overview**

**Spectrum Financial Strategies** is a small, independent financial planning office in downtown Barrie that has a diverse and well-established client base. We provide above-average service to our client families and specialize in areas of retirement, tax, estate, and education planning. We also have a unique expertise for financial planning for those with Special Needs.

**Summary**

We are seeking a fast-learner, self-starter and computer proficient **Administrative Assistant** to keep our office running smoothly and support our advisors in delivering an exceptional client experience. This is a pivotal role for someone who thrives in a fast-paced environment and enjoys being the go-to person for getting things done right.

**Responsibilities**

The administrative assistant will work closely with 2 financial advisors and will be responsible for managing all aspects of the client file, including;
- Preparing the file for upcoming meeting,
- Processing all investment and insurance transactions and following up to ensure correct execution,
- Preparing recap letter to clients confirming meeting and transactions,
- Scheduling and administering follow-ups within CRM program,
- Updating tracking sheets for RRSP, TFSA, RESP and RDSP contributions,
- Following up directly with clients for missing information or documentation,
- Running various reports and some basic reception duties as required.

**Requirements**:

- Excellent computer and data entry speed and accuracy,
- Proficient experience with Word, Excel, Outlook and CRM software,
- Experience with Docusign, Sharepoint, Equisoft, and/or Dataphile programs would be an asset,
- Office administrative experience of 3 years or more is required with preference given to prior work in the financial services industry,
- Effective written and verbal communication skills,
- Able to quickly learn and adapt to new software and processes,
- Good organizational and time management skills,
- Friendly, well-spoken and a positive personality.

As a team member at Spectrum Financial Strategies, you’ll enjoy:

- Benefits: Health care, dental and insurance life insurance
- Career development: Opportunities for advancement with tuition reimbursement
- Paid time off: sick days, birthday, Christmas break

**Job Types**: Full-time, Permanent

Pay: $38,000.00-$40,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Tuition reimbursement

Application question(s):

- Are you comfortable learning or adapting to new software?
- Please describe your time management skills?

**Education**:

- Secondary School (required)

**Experience**:

- office administration: 3 years (required)
- Financial services: 1 year (preferred)

Work Location: In person

Application deadline: 2025-08-08
Expected start date: 2025-10-06