Administrative Assistant
Staffing In Motion
•CA$50,000 - CA$75,000•Onsite
About The Position
Our client is seeking a highly organized Administrative Associate to support a fast-growing wealth management practice. With a significant increase in new clients, this role is critical in ensuring smooth operations, accurate processing, and an exceptional client experience. This is an excellent opportunity for either a detail-oriented junior candidate looking to break into finance or an experienced administrator seeking a stable, growth-oriented environment.
Requirements
- 1–2+ years of administrative or financial services experience OR recent finance graduate
- Strong attention to detail and organizational skills
- Ability to manage multiple priorities in a fast-paced environment
- Strong work ethic (“worker bee” mentality)
- Licensing is an asset (or willingness to obtain)
Nice To Haves
- Highly reliable and process-driven
- Takes ownership and accountability
- Positive attitude and team player
- Interested in growing within wealth management
- Comfortable handling repetitive, detail-heavy tasks with accuracy
Responsibilities
- Manage high-volume administrative workflows related to client accounts
- Process: New account openings Account transfers Investment documentation and submissions
- Track and follow up on all paperwork to ensure timely completion
- Maintain accurate client records and compliance documentation
- Assist with RSP contributions and general account maintenance
- Support onboarding of new client households
- Identify opportunities to improve operational efficiency
- Provide administrative support to advisors and investment team
- Potential to gradually interact directly with clients
Benefits
- Bonus potential
- Comprehensive benefits package
- Exposure to client relationships and advisory work over time
- Opportunity to advance into client-facing or advisory roles
- Join a firm with strong upward momentum and internal growth paths
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
