At Baker & Associates Private Wealth Management, we believe financial planning is about more than numbers. It is about helping people make informed decisions, achieve their goals, and gain confidence in their financial future. Our commitment to thoughtful planning, trusted relationships, and exceptional client service has helped us build an award-winning practice that puts clients first.

We are seeking a Licensed Administrative Assistant who is organized, proactive, client focused, and committed to excellence. This is an opportunity to become a valued member of a collaborative team where your contributions matter and your professional growth is encouraged.

What You'll Do Client Relationship Management

- Build and maintain positive client relationships through professional and responsive communication
- Serve as a primary point of contact for client inquiries and requests
- Support the delivery of an exceptional client experience at every interaction Foster trust and confidence through proactive service and attention to detail Administrative Support
- Assist with account openings, transfers, and other administrative tasks related to client onboarding and ongoing account management
- Maintain accurate, organized, and compliant client records using Salesforce and other firm systems
- Process unsolicited trade instructions from inbound client requests in accordance with regulatory requirements
- Assist with documentation, forms, and workflow management to support practice operations
- Handle confidential client information with professionalism, discretion,



and accuracy Client Communication
- Answer incoming client phone calls, emails, and other inquiries in a skilled and timely manner
- Respond promptly to client questions, concerns, and requests for information
- Coordinate and schedule client meetings and Prepare meeting documentation and follow-up correspondence
- Recap meeting notes and distribute client communications as required

What You Bring

- Valid Mutual Fund Licensing and/or current CIRO licensing preferred
- Strong technical proficiency with Microsoft Office applications and the ability to quickly learn new technology platforms
- Salesforce experience is considered an asset
- Excellent organizational, prioritization, and time management skills Exceptional attention to detail and commitment to accuracy
- Positive, professional, and solutions-focused attitude
- Genuine passion for delivering outstanding client service
- Professional presentation consistent with a client-facing wealth management environment
- Strong written and verbal communication skills
- Ability to work independently while contributing positively to a collaborative team environment
- High standards of professionalism, integrity, and confidentiality

Pay: $48,750.00-$68,000.00 per year

Benefits:

- Company events
- Dental care
- Extended health care
- On-site parking
- Paid time off
- RRSP match
- Vision care

Application question(s):

- Cover Letter mandatory with what exceptional client service means to you.

Work Location: In person

📌 Licensed Administrative Assistant (Wealth Management) (Canada)
🏢 Baker & Associates Private Wealth Management
📍 Canada