Administrative Assistant

1 week ago

Kingston, Ontario, Canada Eastern Ontario Investment Advisory IA Private Wealth Full time $45,000 - $60,000 per year

Overview

Eastern Ontario Investment Advisory is a boutique, client-centric financial advisory team affiliated with iA Private Wealth. We provide personalized investment, insurance, and financial planning services to individuals and families throughout Eastern Ontario. We hold ourselves to a high level of professionalism, integrity and innovation. Our business is built through strong relationships with long-standing clients.

About the Role

We are looking for a reliable and detail-oriented Administrative Assistant to support our advisors with day-to-day operations. This role is ideal for someone who enjoys working in a structured environment and is comfortable handling confidential information. This role is essential in providing support for our team operations and ensuring a smooth workflow. The ideal candidate will possess strong communication skills and a customer-focused mindset, contributing to a positive experience for both clients and staff.

Responsibilities

  • Utilize Microsoft Office for document creation, scheduling, and communication to enhance office efficiency.
  • Perform data entry tasks accurately, maintaining organized up-to-date records and files.
  • Assist with client account documentation, compliance forms, and related administrative tasks.
  • Support daily office operations and contribute to overall team productivity.
  • Collaborate with team members to streamline processes and improve overall functionality.
  • Assist with marketing & communication initiatives.
  • Be able to demonstrate and understand financial literacy.

Skills

  • Strong organizational skills and high attention to detail.
  • Excellent written and verbal communication skills.
  • Professionalism and discretion with confidential information.
  • Previous experience in administration or financial services.
  • Willingness to learn and a positive, proactive attitude.
  • Ability to multitask and prioritize effectively in a dynamic environment.

Requirements

  • Proficient in Microsoft Office (Word, Excel, Outlook).
  • Post-secondary education in a relevant field
  • Completion or willingness to complete Canadian Securities Course (CSC) within 12 months of hire
  • Minimum 2 years of client-facing service.

Schedule & Compensation:

  • Start Date: Once hiring approval is completed (2-3 weeks from acceptance)
  • Compensation: Starting at $23/hour, but based on experience
  • Job location type: In-person/hybrid

How to Apply:

  • Send your cover letter and resume directly to
  • Include 2 professional references
  • Provide the answer to this question: What are the differences between a TFSA and an RSP account?

Submit to:

  • Subject Line: Financial Administrative Assistant Position

Job Type: Full-time

Pay: $23.00-$25.00 per hour

Expected hours: 37.5 per week

Benefits:

  • On-site parking
  • Paid time off
  • RRSP match

Work Location: In person

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