Administrative Assistant

Burlington, ON / GTA

Full Time | In-Office | Burlington, ON

Over the past 30+ years, I've built a client-focused financial planning practice by earning trust, creating long-term relationships, and helping professional women and their families feel confident and supported as they navigate important financial decisions.

As the practice continues to grow, we are looking for a full-time Administrative Assistant to join our team in our Burlington office. This is a hands-on role where you'll play an integral part in delivering an exceptional client experience by providing dedicated, high-quality administrative support and helping ensure our practice runs smoothly. This position would be suitable for someone looking to make a lateral move at a small, well-established firm.

We're looking for someone who is committed to accuracy, has exceptional attention to detail, and genuinely enjoys helping others. You'll become a trusted resource for our clients and team, taking pride in delivering outstanding service and supporting the day-to-day operations of our well-established, growing practice.

What you need:

· 3+ years of administrative experience, preferably in financial services, wealth management, insurance, or another professional office

· Exceptional organizational and time management skills

· Strong written and verbal communication skills

· High level of professionalism, discretion, and attention to detail





· Excellent client service and relationship-building skills

· Proficiency with Microsoft Office (Outlook, Word, Excel) and the ability to learn new software quickly

Nice to have:

· Previous experience in the investment or wealth management industry

· Experience with CRM software and financial planning software

· Experience scheduling meetings, managing calendars, and coordinating client communications

· Experience supporting compliance, document preparation, and client onboarding

· Knowledge of financial services administration and regulatory requirements

· Mutual Funds licensed, or working on it

What we offer:

· Full-time, permanent position based in our Burlington office

· Competitive salary and advantages

· A supportive, collaborative, and growing team

· A workplace that values work-life balance and recognizes the importance of both personal and professional well-being

If you're an experienced administrative professional with a positive attitude, strong initiative, a desire to learn, and a passion for exceptional client service, we'd love to hear from you!

To apply: Please send your resume and cover letter outlining your background and interest in the role.

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📌 Administrative Assistant (Burlington)
🏢 ExcelPlan Financial/Investia Financial Services
📍 Burlington