Administrative Assistant

6 days ago

North York, Canada Russel Wealth Planning Group Full time

**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
- Process client requests, account transfers, deposits, withdrawals, payments, requests for tax receipts, and account reporting
- Respond to client inquiries and issues in a timely manner
- Prepare pre and post client meeting reports and presentation documents
- Maintain confidentiality of sensitive information
- Provide excellent phone etiquette and customer service
- Assist with organizing and coordinating meetings and events
- Perform other administrative duties as assigned.

**DO YOU HAVE THE SKILLS**
We would love to work with you if you have:

- Experience in the securities and/or insurance industry.
- Licensing for securities and/or insurance would be considered valuable
- Excellent verbal and written communication skills
- Strong organizational skills
- Ability to take initiative, work independently, and meet deadlines
- Attention to detail and excellent time management skills
- Ability to follow up on assigned work and solve problems independently
- Exceptional client service skills.

**WHAT'S IN IT FOR YOU**
- You will build valuable skills to advance your career in the financial services industry
- You will build an excellent foundation to pursue a role as an independent advisor should you choose this path
- The team skills you will learn are transferable to any industry
- An inclusive working environment that encourages creativity, curiosity, collaboration, and celebrates success
- The opportunity to learn the systems and procedures involved in financial management
- The opportunity to make a real difference to people’s financial futures
- Learning and Development - free access to develop your skills and network with other, administrators through Assante conferences and training.

**Our Branch Location: 245 Fairview Mall Dr. Suite 408, North York, ON, M2J 4T1**

NOTE: This is an in-office position only.

**Compensation**
- The base salary range is $55,000 to $65,000
- Three weeks holiday
- Two additional recreational days off to be taken one day in July and August
- A day off on your birthday
- Group benefits provided after the probationary period is completed.

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

Pay: $55,000.00-$65,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- On-site parking
- Paid time off

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- Administrative: 2 years (preferred)

Work Location: In person

  • Administrative Assistant

    6 days ago

    North York, Canada RBR Services Full time

    **Overview**: **Responsibilities**: - Offer comprehensive administrative assistance to both managers and team members. - Professionally handle and route incoming phone calls. - Efficiently organize and manage appointment schedules. - Take charge of planning meetings, ensuring detailed minute-taking. - Contribute to the preparation of regularly scheduled...

  • Administrative Assistant

    1 week ago

    North York, Canada Cosmaroma Inc. Full time

    **Company Information** Cosmaroma Inc. is a leader in retail/wholesale home renovation supplies. We are currently operating 10 retail outlets nationwide and expanding. - Provides administrative support to ensure efficient operation of the office. - Answers phone calls, schedules meetings and supports visitors. - Carries out administrative duties such as...

  • Administrative Assistant

    2 weeks ago

    North York, Canada Beauty Nut Inc Full time

    **Administrative Assistant (Onsite)** Location: Toronto (Finch/Arrow Road) Company: Beauty Nut Inc Type: Permanent Term: Full-time **Are you nuts about Beauty? Join our growing team!** Beauty Nut is the new Canadian authority in premium botanical beauty. We are the producers of premium, organic, and 100% natural hair, skin, and body products made with...

  • Administrative Assistant

    1 week ago

    North York, Canada The Furniture Guys Full time

    **About Us**: Bespoke Office Furniture Store is a premier supplier of high-quality office furniture solutions in Toronto. We are committed to providing exceptional customer service and innovative products that meet the diverse needs of our clients. We are currently seeking a dedicated and organized Administrative Assistant to join our team. **Key...

  • Administrative Assistant

    2 weeks ago

    North York, Canada UTES Design&Build Full time

    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,...

  • Administrative Assistant

    6 days ago

    North York, Canada Fitness Avenue Full time

    Fitness Avenue has been a Canadian leader in health and fitness for over 10 years. In 2007, we founded this company with one goal: provide high quality products that would give people access to their physical potential without experiencing significant barriers. Whether you are establishing your own fitness center or creating a home gym, we have what you're...

  • Administrative Assistant

    2 days ago

    North York, Canada Fitness Avenue Full time

    Fitness Avenue has been a Canadian leader in health and fitness for over 10 years. In 2007, we founded this company with one goal: provide high quality products that would give people access to their physical potential without experiencing significant barriers. Whether you are establishing your own fitness center or creating a home gym, we have what you're...

  • Administrative Assistant

    2 days ago

    North York, Canada Fitness Avenue Full time

    Fitness Avenue has been a Canadian leader in health and fitness for over 10 years. In 2007, we founded this company with one goal: provide high quality products that would give people access to their physical potential without experiencing significant barriers. Whether you are establishing your own fitness center or creating a home gym, we have what you're...

  • Administrative Assistant

    2 weeks ago

    North York, Canada State Building Corporation Full time

    We are a family owned and operated business that has been building luxury homes and condominiums in the Greater Toronto Area for over 50 years. We also manage a large portfolio of residential and commercial properties. We are looking for an Administrative Assistant to join our growing team. **Job Duties** Including but not limited to: - Manage day to day...

  • Administrative Assistant

    2 weeks ago

    North York, Canada CHOW TAI FOOK Full time

    **Job Summary** **Duties** - Greet and assist clients at the front desk, providing excellent customer service and maintaining a professional demeanor. - Answer phone calls with proper phone etiquette, directing inquiries to the appropriate personnel as needed. - Manage scheduling and appointment bookings for clients, ensuring efficient use of time and...