Seeking an organized, dependable, and self-directed Executive Assistant & Client Service Administrator to support a busy Financial Planner.

Your purpose is straightforward: protect valuable client-facing time by taking ownership of the administrative work that follows meetings and client requests.

This is a demanding, phone-heavy role for someone who genuinely enjoys administration, learns quickly, and takes pride in getting things done properly.

What you will do
Speak regularly with clients, investment companies, insurers, and banks.
Prepare and track forms, signatures, submissions, and missing documents.
Follow up until each request is complete and keep clients informed.
Maintain accurate records in Salesforce and use multiple systems simultaneously.
Protect confidential information and follow corporate and compliance procedures.

You will thrive if you




Genuinely enjoy detailed administrative work and frequent phone conversations.
Communicate clearly, confidently, and professionally in written and spoken English.
Are curious, resourceful, and comfortable teaching yourself new systems and processes.
Are organized, dependable, and able to manage competing priorities.
Notice details, ask smart questions, take valuable notes, and catch on rapid.
Are comfortable working with technology and confidential information.

Experience in executive support, financial services, insurance, investments, banking operations, or client service is an asset, but a capable and motivated learner can succeed in this role.

References and Background Checks will be conducted as part of the recruitment process.

📌 Executive Assistant & Client Service Administrator Financial Services Mississauga
🏢 Desjardins Financial Security Independent Network
📍 Mississauga