Job OverviewWe are seeking a detail-oriented and organized Administrative Assistant for an energetic financial services environment. The ideal candidate will play a key role in managing daily office operations, assisting with investment documentation, and ensuring smooth communication between the branch and head office. This position offers an excellent chance for individuals interested in expanding their experience within the financial sector in an administrative role.DutiesManage and organize administrative tasks such as filing and maintaining recordsSupport investment-related activities by preparing reports and maintaining client documentationProcess and follow up on new account openings and ongoing maintenance of existing accountsUpdate and maintain KYC client information in accordance with regulatory and firm requirementsProcess electronic document delivery through DocuSign to support account and transaction processingProcess and oversee client transactions including wires and transfersProvide administrative and servicing support to existing clients as requiredHandle correspondence via email and phone, ensuring timely responses and follow-up actionsMaintain confidentiality of sensitive financial informationExperiencePrior experience of at least 2 years in an administrative role is essential, especially within financial services or related industriesKnowledge of investment terminology and investment processes is essentialProficiency in Microsoft Office and ExcelStrong organizational skills with the ability to multitask effectivelyExcellent communication skills, both written and verbalAbility to work independently and collaboratively in a small office environmentFinancial services: 2 years (required)Pay$21.65 per hourBenefitsOn-site parkingEducationSecondary School (preferred)Work LocationIn person#J-18808-Ljbffr