Receptionist/Administrative Assistant

2 days ago

Burlington ON LL E, Canada Blue Oceans Private Wealth iA Private Wealth Full time $50,000 per year

Company Overview

At iA Private Wealth, we specialize in delivering holistic and personalized wealth solutions through a network of over 460 independent Investment Advisor and Portfolio Manager teams. With over $85 billion in assets under administration, we are proud to be the partner of choice for discerning investors across Canada. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.

About the Role

We are seeking a resourceful, organized self-starter to join our Burlington team as a Receptionist / Administrative Assistant. This full-time, on-site role supports smooth office operations and delivers exceptional client service. Hours are 9:00 AM to 5:00 PM, Monday to Friday. The position is available for immediate start.

What You'll Do

  • Act as the primary point of contact for clients, responding promptly and professionally via phone, email, and in person
  • Provide administrative support to the team, including scheduling, correspondence, and document management
  • Assist with financial account management, ensuring client records are up to date and compliant with regulatory standards
  • Collaborate with advisors and colleagues to resolve client inquiries efficiently
  • Support marketing efforts, including social media management and video editing
  • Manage multiple priorities in a fast-paced environment while maintaining attention to detail

Who You Are

  • Self-starter who is thorough and organized
  • Strong computer skills, including proficiency in Microsoft 365; experience with social media and video editing is an asset. Training will be provided on additional software as required
  • Minimum of 5 years' experience in the financial services industry
  • Exceptional client service skills with the ability to build and maintain relationships
  • Strong verbal and written communication skills, with professionalism and discretion
  • Team-oriented with excellent problem-solving abilities
  • Knowledge of finance and industry trends; Bachelor's degree in Finance, Business, Economics, or a related field is an asset

What We Offer

  • Competitive salary starting at $50,000 with potential bonus opportunities
  • Two weeks of paid vacation

Please Note: This is a support role only and does not involve financial planning or advisory responsibilities

How to Apply: Submit your current resume and cover letter via Indeed

Job Types: Full-time, Permanent

Pay: Up to $50,000.00 per year

Application question(s):

  • Are you legally eligible to work in Canada?
  • Do you have experience working in a client-facing administrative or receptionist role?
  • Are you comfortable managing multiple priorities in a fast-paced environment while maintaining attention to detail?
  • This position is full-time and fully on-site. Are you able to reliably commute Monday to Friday, 9:00 AM to 5:00 PM?

Work Location: In person

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