Become an integral part of Strong Private Wealth’s wealth management team in Burlington, ON as a Contract Assistant. Manage client onboarding, maintain client records, and ensure exceptional service delivery.
This role supports your professional growth while you provide high-level administrative assistance within a collaborative team. You will be responsible for creating outstanding client experiences by effectively managing communications and documentation in this one-year contract position.
Key Responsibilities:
• Administer the client onboarding process thoroughly
• Maintain and manage client information accurately
• Prepare professional correspondence and documentation
• Respond to client requests in a timely manner
• Collaborate across departments to facilitate operations
Requirements:
• At least 2 years of administrative experience
• Proficient in Microsoft Office Suite
• Strong attention to detail and accuracy
• Ability to prioritize multiple responsibilities
• Professional demeanor with robust communication skills
Leverage your organizational expertise and passion for client service to help advance Strong Private Wealth’s mission.
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📌 Burlington Contract Assistant Role
🏢 Raymond James Financial
📍 Burlington