Job Duties

- Compile, verify, record and process forms and documents
- Key in, edit, proofread and finalize documents
- Maintain and prepare reports
- Order office supplies
- Perform bookkeeping tasks
- Photocopy documents for distribution, mailing and filing
- Process incoming and outgoing mail
- Provide general information to clients and public
- Respond to telephone, in person or electronic enquiries
- Send and receive messages and documents
- Sort, process and verify forms and documents
- Enter trades and follow up on trade execution
- Event management
- Producing webinars

Education

- High School Diploma (or equivalent)
- Post Secondary Education

Qualification

- Canadian Securities Course

Skill

- Basic computer skills
- Excellent communication skills
- Knowledge of major software
- Solves problems effectively
- Well organized
- Works well in a team
- Outstanding attention to detail
- 3 years of experience in the financial services industry

Position Type

Full-Time

📌 Administrative Assistant to Financial Advisor (Toronto)
🏢 Assante Capital Management
📍 Toronto