Financial Planning Administrative Associate

1 week ago

Mississauga, Ontario, Canada Robert Half Full time $40,000 - $60,000 per year

We are seeking a highly organized and detail-oriented
Administrative Associate
to support our Financial Planners in delivering exceptional service to our clients. This is a primarily administrative role, ideal for someone with a foundational understanding of finance and tax concepts who thrives in a fast-paced, client-focused environment.

You will play a key role in managing client data, preparing financial documents, and ensuring smooth operational workflows within the practice.

Key Responsibilities:

  • Provide administrative support to Financial Planners.
  • Prepare and organize client meeting materials and reports.
  • Maintain accurate and up-to-date client records in CRM and filing systems.
  • Assist with data entry and financial analysis for client review meetings (training provided).
  • Manage scheduling and coordination of client meetings.
  • Communicate professionally with clients to address inquiries and follow up on action items.
  • Support the implementation of tax strategies and financial planning recommendations.
  • Handle general office administration tasks to ensure smooth daily operations.

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