Administrative Assistant to Financial Advisors

1 week ago

Stoney Creek, Canada SH Consulting Group Full time

**Administrative Assistant to Financial Advisors**

**Company Overview**: We are a leading financial services firm specializing in providing comprehensive wealth management solutions to our clients. Our team of dedicated and experienced Financial Advisors is committed to delivering personalized strategies and exceptional service to help our clients achieve their financial goals.

We are seeking an organized and detail-oriented Administrative Assistant to support our Financial Advisors in providing efficient administrative and client service support.

**Responsibilities**:

- Provide administrative support to Financial Advisors, including calendar management and meeting scheduling.
- Coordinate and track client onboarding and account opening processes, ensuring accuracy and compliance with regulatory requirements.
- Maintain client records and files, ensuring accuracy, confidentiality, and compliance with data protection regulations.
- Prepare client meeting materials, including reports, presentations, and investment performance summaries.
- Assist in the preparation and distribution of client communications, such as newsletters, market updates, and educational materials.
- Coordinate and support client events, seminars, and workshops.
- Collaborate with internal departments, such as operations, compliance, and marketing, to ensure seamless client service delivery.
- Stay updated on industry trends, regulations, and best practices related to financial advisory services to provide input on marketing and client service campaigns.
- Work closely with other administrative assistants and cross-training on other branch functions.
- Perform general administrative tasks, such as managing office supplies, handling incoming calls, and maintaining office organization.
- General office housekeeping and ordering of supplies.

**Requirements**:

- High school diploma or equivalent; additional education or certifications in business administration or finance is a plus.
- Proven experience as an administrative assistant or similar role.
- Strong organizational skills with the ability to manage multiple tasks and prioritize effectively.
- Exceptional attention to detail and accuracy in handling paperwork and client information.
- Excellent verbal and written communication skills.
- Knowledge of financial services and investment products is preferred.
- Ability to maintain confidentiality and handle sensitive information with discretion.
- Strong interpersonal skills and the ability to interact professionally with clients and colleagues.
- Ability to work independently and collaboratively in a team-oriented environment.
- Demonstrated problem-solving skills and the ability to adapt to changing priorities and deadlines.

Join our team and contribute to our mission of delivering exceptional financial advisory services to our valued clients.

**Job Types**: Part-time, Permanent
Part-time hours: 20-30 per week

**Salary**: $19.00-$21.00 per hour

**Benefits**:

- On-site parking

Flexible Language Requirement:

- French not required

Schedule:

- Day shift
- Monday to Friday

Ability to commute/relocate:

- Stoney Creek, ON L8G 1Y6: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (preferred)

**Experience**:

- Administrative Assistant: 2 years (preferred)

Work Location: In person

  • Financial Advisor Assistant

    5 days ago

    Stoney Creek, Ontario, Canada Anchor Group Financial Inc Full time

    The Financial Advisor's Assistant provides administrative, client service, and operational support to one or more financial advisors. This role ensures the smooth day-to-day functioning of client accounts, assists in preparing financial reports and documentation, and helps maintain strong client relationships through exceptional service and attention to...

  • Administrator - Financial and Administration

    2 days ago

    Stoney Creek, Canada Hamilton Food Share Full time

    Hamilton Food Share is seeking a full-time Administrator to join the team. This position reports directly to the Business Manager with key responsibilities in Financial & Accounting, Central Administration, Facility and Property and Special Projects. **Key Responsibilities** **Financial & Accounting**: enters all financial and accounting related...

  • Financial Advisor

    1 week ago

    Stoney Creek, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Advisor

    2 days ago

    Beaver Creek, Canada Northwestern Mutual Full time

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs...

  • Regional Administrative Assistant

    1 day ago

    Stoney Creek, Canada Black & McDonald Limited Full time

    **BUILD YOUR CAREER AT BLACK & MCDONALD**: Black & McDonald is an integrated, multi-trade service provider that safely delivers high quality construction, facilities management, and technical solutions. We are a family-owned and family-run company that employs thousands of highly skilled and talented professionals across North America. With over 100 years of...

  • Full-time Administrative Assistant

    5 days ago

    Stoney Creek, Canada Tier One Family Office Full time

    **About the Role** Join our well-established financial services firm as a key member supporting the daily operations of our growing office. **✨ What You’ll Do**: - Manage Accounts Receivable and Payable (invoicing, reconciliations) - Provide professional reception support (phones, greeting clients) - Handle administrative tasks: scanning, filing, data...

  • Administrative Assistant

    2 weeks ago

    Stoney Creek, Canada Grand River Natural Stone Full time

    **The Administrative / Account Assistants Role**:This position is an integral part of our account payments management process. Our Admin/Account Assistants collaborate well with our team to ensure that Head Office has an accurate account of product sales, customer transactions, banking activity and inventory purchases. Our Admin /Account Assistants take...

  • Administrative Assistant

    1 day ago

    Stoney Creek, Canada ASI Group Ltd. Full time

    Administrative Assistant ASI Group Ltd. (ASI) has been an industry leader in underwater inspection, maintenance and repair, and biofouling (mussel) monitoring and control services since 1987. Our scope and depth of work has continually increased over the years, while our core business of marine inspections and mussel services remains consistent. Our...

  • Administrative Assistant

    1 week ago

    Stoney Creek, Canada Munck Cranes Inc. Full time

    **If you're a proactive and well-organized business professional seeking a fantastic long-term career opportunity, we want you on our team!** **About Us**: Munck Cranes Inc. is a Canadian-owned and -operated company that manufactures, sells and services material-handling equipment including standard overhead cranes as well as highly specialized,...

  • Administrative Assistant

    5 days ago

    Stoney Creek, Canada Thind Transport Services Full time

    Durée de l'emploi: Permanent - Langue de travail: Anglais - Heures de travail: 30 to 40 hours per week - Education: - Expérience: - **Education**: - Secondary (high) school graduation certificate - or equivalent experience - ** Tasks**: - Coordinate the flow of information within the team - Direct and control daily operations - Evaluate daily...