Dewdney&Co.; is a boutique financial services firm focusing on risk, wealth and estate management for individuals, families, corporations and institutions.

Job Summary
As a member of the team, you will be accountable to provide support to our Financial Planners. You are highly motivated, organized, resourceful and solutions oriented. We need talented, passionate professionals who are dedicated to doing what's right for our clients Some of the key duties in this role include, providing support to our clients, coordinating various calendars, take phone calls and messages, sending emails, prepping for meetings and presentations, capturing notes in meetings, and many other related tasks.

Responsibilities and Duties

Co-ordinates the logistics of setting up recent staff and leaders. This includes computer access, space, phone, hardware/software

Provide courteous services to our clients and visitors - direct them where appropriate, answer inquiries, and create a welcoming environment

Organize and maintain files and databases in a confidential manner, including photocopying, scanning and filing

Manage communication including emails and phone calls





Screen phone calls, redirect calls, and take messages

Schedule appointments, meetings, and reservations as needed

Participate in event planning, handle travel arrangements, and expense reimbursement for the planners

Receive deliveries; sort and distribute incoming mail

Maintain and order office supplies

Engage in all marketing and business development activities and assist in the development of investment and financial plans/proposals for prospects and clients

Qualifications and Skills

Post secondary education in a business discipline or equivalent experience

Strong verbal and written communication skills

Proven critical thinking skills

Ability to juggle multiple priorities and meet deadlines

Ability to handle highly sensitive and confidential communications

Rock solid organization and co-ordination skills

Ability to work well within a diverse team environment and work well independently

Salary: TBD based on experience plus bonus

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📌 Administrative Assistant (Ontario)
🏢 Dewdney&Co.
📍 Ontario