Financial Administrative Assistant

**Who are we?** WSC Financial Solutions is a multi-advisor corporation associated with Sun Life Financial, located in Oakville Ontario. We are a 15-member team, specializing in financial planning, wealth management and insurance strategies. Our clients include high net worth individuals and families, business owners, professionals, and group insurance...

Financial Administrative Assistant Oakville Salary: $70k-$80k plus Benefits Duties: Processing/reviewing daily business transactions related to client accounts Paying regular invoices and monthly credit cards Handling tax installments for client businesses Sorting/distributing incoming mail, maintaining email correspondence Preparing and organizing client...

Financial Administrative Assistant Oakville $70k-$80k Benefits Duties: Processing/reviewing daily business transactions regarding client accounts Paying regular invoices and monthly credit cards. Processing tax installments on behalf of client businesses. Sorting/distributing incoming mail and maintaining and updating email correspondence Preparing...

**Job description** Nour Private Wealth (NPW) is seeking experienced financial advisor assistants to join our firm and help service our client base. As a financial advisor assistant, you will work side by side with a team of experienced professionals and other financial advisors to help clients meet their financial goals. The financial advisor assistant...

**About us** We are professional, engaging, customer-centric, and our goal is to service clients in providing and promoting financial solutions, through the use of investments and insurance to secure their financial future. **Responsibilities**: - Provide administrative support to ensure the efficient operation of the office - Schedule appointments and...

**Responsibilities**: - Assist in managing the day-to-day financial operations of the company - Perform data entry and maintain accurate records of financial transactions - Process invoices, payments, and expenses using computerized accounting software - Reconcile bank statements and ensure accuracy of financial records - Assist with payroll processing and...

Insight Global is looking for an Administrative Assistant to join an Insurance & Financial Services company in Oakville, Ontario. The successful individual for this role will have previous experience in the Life Insurance industry. They will have a welcoming and warm personality with strong communic

Financial Administrator Oakville $75,000 yearly Perks : Benefits Vacation Duties : Processing / reviewing daily business transactions regarding client accounts Paying regular invoices and monthly credit cards. Processing tax installments on behalf of client businesses. Sorting / distributing incoming mail and maintaining and updating email...

360 Oakville Place Drive Oakville Ontario,L6H 6K8 Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. - Collaborates with internal and external stakeholders in order to deliver on business objectives. - Organizes and files records of...

Our Company is a family owned & operated HVAC business looking for an experienced accounting professional to join our team to take on the day-to-day operations and managing of the overall accounting system **General** - Guide financial decisions by establishing and monitoring policies and procedures - Perform transactional tasks and interact with clients -...

We are currently recruiting for a Administrative Assistant to join our team, who needs to learn. As the Administrative Assistant your day to day responsibilities may include, but not be limited to: **Key Responsibilities**: - Maintain up-to-date, complete and systematic filing system to support book-keeping and financial records - Act as the point of...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

Financial Administrator Location: Oakville Salary: $75,000 yearly Perks: Benefits Vacation Duties: Processing/reviewing daily business transactions regarding client accounts Paying regular invoices and monthly credit cards. Processing tax installments on behalf of client businesses. Sorting/distributing incoming mail and maintaining and updating email...

**Here are some of what we have to offer**: - Competitive compensation - Paid vacation and an annual bonus - Health, dental and vision insurance - Pension plan with company match **OVERVIEW**:Working under the supervision of the Samuel Family Office Manager, the Administrative Assistant will perform a variety of general financial and administrative...

Insight Global is looking for an Administrative Assistant to join an Insurance & Financial Services company in Oakville, Ontario. The successful individual for this role will have previous experience in the Life Insurance industry. They will have a welcoming and warm personality with strong communication skills to support clients via phone, email, and...

The Administrative Assistant is responsible for a wide variety of administrative duties that include but are not limited to reception, scheduling appointments and drafting both internal and external correspondence. The Administrative Assistant is responsible for planning and overseeing all administrative support and office services for the company. This...

Education: Bachelor's degree - Experience: 5 years or more **Work setting**: - Financial management/services **Budgetary responsibility**: - $500,001 - $1,500,000 **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated...

Salary: **The Opportunity**: *** Key Responsibilities**:Administration** - Supporting onboarding and offboarding processes. - Support HR team with administration needs. - Contribute to the preparation and distribution of reports, presentations, and other documents. - Collaborate closely with internal stakeholders to facilitate effective internal...

Company DescriptionScan Global Holdings Ltd. (Previously known as Scan Consulting Group Inc.) is a dynamic network of firms offering specialized advisory services spanning diverse industries, including accounting, consulting, real estate, banking, financial advisory, and a wide range of tailored business solutions. We are committed to delivering exceptional...