Support advisors at a leading wealth management firm in Niagara, Ontario, as an Executive Assistant. Bring your detail-oriented approach to client service and account management.
This full-time position offers the opportunity to play a vital role in client support, administrative tasks, and compliance documentation. Ideal candidates will have a strong background in financial services, excellent organizational skills, and a commitment to high standards. Your expertise will support seamless operations and enhance client experiences.
Key Responsibilities:
• Act as the first point of contact for client inquiries
• Maintain accurate client records in CRM systems
• Schedule client meetings and prepare necessary documentation




• Ensure compliance with regulatory documentation and standards
• Process account openings and monitor account activities
Requirements:
• Completion of Canadian Securities Course and CPH
• 1.5–3 years of financial services experience
• Expert proficiency in Microsoft Office Suite
• Solid knowledge of compliance rules and trade processing
• Excellent communication skills and organizational abilities
Your administrative excellence and client-facing skills will significantly impact the firm’s success in Niagara.
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📌 Executive Assistant in Niagara Region (McNab/Braeside)
🏢 Rogers
📍 McNab/Braeside