Overview

We are seeking a dynamic and highly detail-oriented Administrative Assistant to join our growing team! This position plays a key role in supporting our broader team and ensuring a positive experience for our clients.

You will be responsible for providing administrative and operational support to the management team & advisors, maintaining accurate client records, and assisting with day-to-day office functions.

The ideal candidate is professional, detail-oriented, and committed to providing outstanding client service.

About Us

Faiella Financial Group has been providing independent financial advice to individuals, families and businesses for over 30 years. We are committed to providing exceptional financial guidance, investment, retirement and insurance solutions to our clients. We pride ourselves on delivering skilled service while building long-term, trusted relationships within our community.

Key Responsibilities

- Provide administrative support to the advisors and the broader team
- Maintain accurate & up-to-date Client Files and Customer Relation Management (CRM) Software, in compliance with industry regulations
- Monitor outstanding service requests, complete follow-ups as needed to meet deadlines
- Answer and direct incoming telephone calls and email inquiries




- Act as a liaison between Head Offices and the advisory team regarding client accounts
- Prepare and coordinate client communications and reports as needed
- Manage office supplies and general administrative tasks
- Support marketing initiatives, client events, and seminars as required
- Ensure confidentiality and security of all client information

Qualifications

- Minimum 3-5 years of administrative/clerical experience, preferably in financial services, banking, insurance, or a professional office environment
- Postsecondary education in Business Administration, Office Administration or similar is preferred
- Exceptional organizational skills and a high-degree of attention to detail
- Excellent computer skills including accurate data entry, document management, and basic troubleshooting
- Comfortable learning new technology and working within multiple software systems
- Experience with Database Management or CRM Systems is considered an asset
- Must be willing to obtain industry licensing in the future

We thank all applicants for their interest however, only those selected for an interview will be contacted.

Pay: From $23.00 per hour

Benefits

- Extended health care
- On-site parking
- Paid time off

Work Location: In person

📌 Administrative Assistant (Greater Sudbury)
🏢 Faiella Financial Group
📍 Greater Sudbury