Financial Administrator

1 week ago

Sudbury, Ontario, Canada Financial Decisions Inc. Full time $52,000 per year

FINANCIAL ADMINISTRATOR

Company: Financial Decisions Inc.

Location: Sudbury, Ontario

Work Arrangement: On-site, Monday to Friday (5 days in office)

Reports to: Linda Cartier

OVERVIEW

Financial Decisions Inc. is seeking a highly organized and detail-oriented Financial Administrator to join our financial planning team in Sudbury. This full-time, in-office position supports our advisors and clients by managing critical administrative and financial processes with precision, professionalism, and care.

This role is ideal for someone who thrives in a collaborative environment, values accuracy and confidentiality, and enjoys contributing to a team that helps clients make informed and confident financial decisions. You'll gain hands-on experience across multiple areas of financial administration, with ongoing opportunities for learning and professional growth.

IDEAL TRAITS

  • Exceptional attention to detail, accuracy, and organization
  • Strong interpersonal and communication skills for working with a diverse clientele
  • Positive, proactive, and professional attitude
  • Commitment to continuous learning and self-development
  • Ability to adapt to evolving technology and business needs

CORE RESPONSIBILITIES

Administrative and Technical Support

  • Maintain and update client demographic and financial data in internal systems
  • Create and manage reports, statements, and financial analysis documents
  • Demonstrate advanced proficiency in Microsoft Word, Excel, PowerPoint, and online research tools
  • Learn and use specialized tax and financial planning software
  • Prepare, scan, and organize both digital and physical client documentation
  • Draft and manage professional correspondence and communication with clients

Client Management and Coordination

  • Provide professional, confidential, and friendly client service at all times
  • Support advisors with meeting preparation, including data gathering and report compilation
  • Liaise with external partners such as accountants, legal advisors, and financial institutions
  • Manage scheduling, meeting logistics, and follow-up communications

Tax and Planning Support

  • Assist with tax return preparation and document verification
  • Compile comprehensive client planning reports and personalized workbooks
  • Manage electronic and physical filing systems to ensure accuracy and compliance
  • Track client deliverables and maintain detailed records of all activities

QUALIFICATIONS

  • Post-secondary education in Finance, Business Administration, Accounting, or a related field preferred
  • Strong proficiency in Microsoft Office Suite and digital document management
  • Proven ability to handle multiple priorities while maintaining accuracy and confidentiality
  • Excellent written and verbal communication skills
  • Eagerness to learn and develop within a professional financial planning environment

WHY JOIN FINANCIAL DECISIONS INC.

  • Work directly with and learn from a respected leader in financial planning
  • Be part of a long-established and trusted financial services firm serving clients in the Sudbury area
  • Enjoy a supportive and collaborative team culture focused on professional excellence
  • Gain exposure to a wide range of financial planning, tax, and administrative processes
  • Competitive compensation, training, and opportunities for long-term career growth

Job Type: Full-time

Pay: $52,000.00 per year

Work Location: In person

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