Assistant

2 weeks ago

Collingwood ON LY B, Canada IG Wealth Management Full time

We are seeking a highly organized, detail-oriented Administrative Assistant to support our financial advisory team. This role is ideal for someone who thrives in a professional environment, enjoys client interaction, and can manage multiple priorities with accuracy and efficiency. This individual will play a key role in ensuring smooth daily operations and delivering an exceptional client experience.

Key Responsibilities

Client Service & Communication

  • Serve as the first point of contact for clients—answer phones, greet visitors, and respond to general inquiries.
  • Schedule and confirm client appointments, prepare meeting materials, and assist with follow-up communications.
  • Maintain a high standard of professionalism and confidentiality in all client interactions.

Operational Support

  • Assist with client onboarding, including preparing forms, gathering documentation, and tracking completion.
  • Coordinate with financial institutions to process paperwork, transfer requests, and account updates.
  • Manage and execute daily transactions for clients as outlined by the Advisors.
  • Monitor task lists, deadlines, and follow-up items to ensure timely completion.
  • Support compliance processes through accurate recordkeeping and documentation.
  • Prepare, proofread, and organize documents, reports, and correspondence.
  • Maintain electronic and physical filing systems, ensuring accuracy and compliance with regulatory standards.
  • Assist with the adoption of new technology tools and workflows as needed.

Qualifications

  • Previous administrative experience; experience in financial services or professional services is an asset.
  • Strong organizational skills, exceptional attention to detail, and the ability to manage multiple tasks.
  • Excellent written and verbal communication abilities.
  • Proficiency with Microsoft Office (Word, Excel, Outlook) and comfort with digital tools/CRMs.
  • High level of professionalism, discretion, and commitment to client confidentiality.
  • Ability to work independently as well as collaboratively within a small team environment.

What We Offer

  • A supportive and professional work environment.
  • Opportunities for training and career development within the financial advisory field.
  • Competitive compensation and benefits (customizable based on your needs).

Join our team to engage in continuous learning and skill development in a supportive environment. This individual will have the opportunity to grow as a member of a team for many years to come and potentially take on greater responsibilities over time.

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.

Job Type: Full-time

Pay: $18.00-$30.00 per hour

Expected hours: 40 per week

Benefits:

  • On-site parking
  • Paid time off

Work Location: In person

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