Financial Administrative Assistant

CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality...

CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality...

**Branch Administrative Assistant (Contract)** - 2204798 **Job Summary** The primary role of the Branch Administrative assistant is to provide operational and administrative support to the Management team and ensure the branch is managed efficiently and effectively. The individual will assist in the implementation of branch directives and ensure that a...

**Business Development Representative** We are looking for a responsible Administrative Assistant to perform a variety of customer facing and administrative/clerical tasks across multiple areas of our business. Reporting directly to our CFO, the duties of the Administrative Assistant include providing support to the sales team, supporting the onboarding of...

100 King Street West Toronto Ontario,M5X 1A1 Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and their direct reports. The role provides general offices services ensuring all administrative and operational processes and control standards are...

**Job Summary**: Educators Financial Group is looking for an experienced and proactive **Executive Administrative Assistant** to the CEO! This role is critical and accountable for providing confidential and high-level administrative support primarily to the President & CEO as well as the Executive Leadership Team. The Executive Administrative Assistant will...

Job DescriptionDepartment OverviewThe Wealth Advice Centre at iA Private Wealth takes a personalized and comprehensive approach to wealth planning, investment management, and protection for clients. Operating primarily through virtual and digital channels, our team is dedicated to helping clients achieve their financial goals with expert advice and...

**APPOINTMENTS** - Appointment booking including calendar entry & co-ordination - Appointment confirmations & mailing/collection of any pre-appointment material - Meeting preparation (e.g. agenda, copies of client statements) - Post appointment duties including administrative processing - Enter & maintain client notes in Salesforce database **CLIENT...

Job DescriptionDepartment OverviewThe Wealth Advice Centre at iA Private Wealth takes a personalized and comprehensive approach to wealth planning, investment management, and protection for clients. Operating primarily through virtual and digital channels, our team is dedicated to helping clients achieve their financial goals with expert advice and...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB...