Administrative Assistant to Financial Advisor
4 days ago
**Job Summary**
We are seeking an organized and detail-oriented **Administrative Assistant** to support our Financial Advisor. This role is primarily administrative, with limited client interaction, and is key to ensuring smooth operations and efficient client service.
**Key Responsibilities**:
- Prepare and organize client meeting materials, summaries, and reports for the Financial Advisor
- Process and follow up on client transactions and paperwork by communicating with product providers.
- Maintain accurate client records and files
- Assist with internal reporting and administrative tasks as needed
- Coordinate schedules and manage documentation to support day-to-day operations
**Qualifications**:
- Previous administrative experience, ideally in financial services, banking, or a related field
- Strong organizational skills and attention to detail
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Ability to handle confidential information with discretion
- Strong communication and time management skills
- Bilingual (English and French)
**Why Join Us**:
- Opportunity to work closely with a seasoned Financial Advisor
- Professional development in the financial services industry
- Collaborative and supportive team environment
- Be part of a growing firm and contribute to our continued success
- Join us in enjoying our newly renovated office space
**Job Types**: Full-time, Permanent
Pay: From $50,000.00 per year
**Benefits**:
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
**Language**:
- French (required)
Work Location: In person
Expected start date: 2026-01-12
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