Financial Services Administrative Assistant

3 days ago

Waterloo, Canada Frost Wealth Management Inc. Full time

**Job Title**: Administrative Assistant
**Location**: Waterloo, ON.

**Job Type**: Full-time

**About Us**:
We are a growing wealth management firm committed to delivering personalized financial solutions and exceptional client service. Our team of professionals works closely with clients to help them achieve their financial goals through strategic planning and thoughtful advice. We are seeking a highly organized and proactive Administrative Assistant to support our team and contribute to the efficient operation of the office.

As an Administrative Assistant, you will play a key role in ensuring smooth office operations, providing administrative support to wealth advisors, and helping to enhance the overall client experience. This is a dynamic role with opportunities to engage in various aspects of wealth management.

Having a Canadian Securities Certificate is a valuable asset for an administrative role, showcasing a solid understanding of financial markets, investment principles, and regulatory frameworks. This credential enhances the ability to support finance-related tasks, provide informed insights, and contribute to the organization's financial operations with confidence and precision. This would allow for future advancement within our firm.

**Key Responsibilities**:

- **Administrative Support**: Provide daily administrative support to the wealth management team, including calendar management, meeting scheduling, and preparing documents.
- **Document Management**: Assist with the preparation, filing, and organization of client documents and financial reports.
- **Data Entry & Reporting**: Input and update client information in CRM and financial software, ensuring accuracy and confidentiality.
- **Miscellaneous Tasks**: Assist with ad-hoc projects and other administrative duties as required.

**Qualifications**:

- Proven experience in an administrative support role, ideally within the financial services or wealth management industry. Knowledge of financial terminology and basic investment concepts.
- Strong organizational skills with the ability to manage multiple tasks simultaneously.
- Excellent communication skills, both written and verbal.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with CRM systems.
- High level of attention to detail and accuracy.
- Ability to maintain confidentiality and handle sensitive information with discretion.
- Positive attitude, strong work ethic, and a proactive approach to problem-solving.

**Why Join Us?**
- Competitive salary, spending account, phantom shares.
- Opportunity for professional growth and development in the wealth management industry.
- A collaborative and encouraging workplace, with dedicated team members committed to fostering growth and supporting your success in this role.

**How to Apply**:
**Job Types**: Full-time, Permanent

Pay: $38,000.00-$50,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- RRSP match
- Wellness program

Flexible language requirement:

- French not required

Schedule:

- 8 hour shift

Application question(s):

- Willing to submit to a complete background check.

**Experience**:

- Wealth Management: 3 years (preferred)

**Language**:

- English at a Professional Level (required)

Licence/Certification:

- Canadian Securities Course (preferred)

Work Location: In person

Application deadline: 2025-02-01

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