Administrative Assistant

2 weeks ago

St Thomas ON NR B, Canada iA Private Wealth Full time

Part-Time Administrative & Client Service Assistant

Location: St. Thomas, ON

Position Type: Part-Time (In-office)

Industry: Investment / Financial Services

About the Role

We are a well-established investment advisory practice in St. Thomas seeking a reliable, detail-oriented Part-Time Administrative & Client Service Assistant. This role is ideal for someone who enjoys working with people, values confidentiality, and takes pride in staying organized and supporting a professional office environment.

You will play a key role in supporting day-to-day administrative operations while providing a high level of service to our clients.

Key Responsibilities

  • Answering phones and greeting clients in a professional and friendly manner
  • Scheduling client meetings and managing calendars
  • Preparing and processing paperwork related to client accounts
  • Maintaining accurate client records and filing systems
  • Assisting with client inquiries and follow-ups
  • General office administration (mail, scanning, document preparation, etc.)
  • Supporting compliance-related documentation as required

Qualifications & Skills

  • Strong organizational and time-management skills
  • Excellent verbal and written communication
  • Professional demeanor and strong customer service skills
  • Close attention to detail and accuracy
  • Ability to handle sensitive and confidential information
  • Proficiency with Microsoft Office (Word, Outlook, Excel)
  • Previous administrative or customer service experience preferred
  • Experience in financial services is an asset, but not required

What We Offer

  • Flexible part-time hours
  • A professional, respectful, and supportive work environment
  • Training provided for industry-specific tasks
  • Opportunity to gain experience in the financial services industry

Job Type: Part-time

Pay: $18.00-$21.00 per hour

Expected hours: 20 per week

Benefits:

  • Flexible schedule

Work Location: In person

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