Financial Administrative Assistant

KB Financial Solutions is a growing financial advisory firm specializing in personalized financial planning, mortgage solutions, and insurance services. We are dedicated to helping high-income professionals, business owners, and families achieve their financial goals through tailored solutions and expert guidance. We are seeking a Financial Services...

_AVA Financial Group_ has been offering freight factoring services to hundreds of satisfied customers nationwide. We are currently looking for an **Administrative Assistant** to join our team. This is an in-person, full-time role located in Toronto, ON. The hours are Monday to Friday 9:00 am to 5:00 pm. **The Administrative Assistant will do the...

**Overview** **Duties** - Receive, sort, distribute, and file incoming mail, fax, memos, and general correspondence. - Order office supplies and perform inventory control. - Prepare premium notices and follow up with clients for premium payments. - Process cash surrender and adjusted cost base value requests; share with clients or their accountants. -...

Receptionist / Administrative Assistant T O R O N T O, O N **Vacancies**: 1 **Job Start Date**: As soon as possible **Salary**: $35,000.00 per annum **Hours and Shift**: 9 - 5 Monday and Tuesday 12 Noon - 8 PM Wednesday through Friday Be able to work holidays where needed **Terms of Employment**: Full Time **Security and safety**: Basic security...

**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 -...

Goldstein Financial Consultants is an independent Mutual Fund Dealership located in North York. It is a family owned business that has been in operations for over 50 years. **Position Summary**: The primary responsibility for this role is to ensure the seamless administration of the mutual fund SWP/RRIF/LIF module for all clients. This role will also be...

**Responsibilities**: - Answer, screen and forward incoming phone calls - Greet and welcome guests as soon as they arrive at the office - Direct visitors to the appropriate person and office - Ensure reception area is tidy and presentable, with all necessary stationery and material (pens, forms, and brochures) - Receive sort and distribute daily...

**Overview** **Responsibilities** - Greet and assist visitors in a friendly and professional manner at the front desk. - Manage advisor(s) phone line, direct calls and take messages as needed. - Perform data entry tasks accurately and efficiently, maintaining up-to-date records. - Handle filing and organization of documents to ensure easy retrieval. -...

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,...

Job Req ID: 1526 Title**:Administrative Assistant** Company: Canada Lands **Location: Parc Downsview Park - 70 Canuck Ave, Toronto, ON** Employment Status: Employee (Full-time) **PURPOSE OF ROLE** The Administrative Assistant provides administrative and program support to the staff at Parc Downsview Park office and acts as receptionist as well as...