We are seeking a highly organized and client-focused Administrative Associate to support a busy financial services practice. This role provides behind the scenes administrative and operational support. Your focus will be providing assistance to the advisor and senior staff.
This position offers long-term career potential in a professional, supportive work workplace.
Key Responsibilities
- Accurately and promptly enter trade instructions received from Advisors.
- Trade follow ups for completion and accuracy.
- Generate key reports and ensure action items are handled in a timely manner.
- Prepare, process, and file client documentation with accuracy and compliance in mind.
- Assist with additional administrative tasks as assigned. Such duties may include, but not be limited to: note transcription, electronic & paper filing
- Support general office operations as required.
Technology & Systems
- Experience with Salesforce and Microsoft Office Suite (Outlook, Word, Excel) would be preferred.
- Ability to adapt to new software, tools, and technology updates as required.
Education & Experience
- This is an entry level position but education or experience relating to financial services would be an asset.
Core Competencies
- Exceptional organization and attention to detail—you notice what others miss.
- Excellent written and verbal communication skills.
- Strong time management skills with the ability to meet deadlines and prioritize effectively.
- Ability to work independently and as part of a fast-paced team environment.
- High level of integrity, discretion, and respect for confidential information.
- Reliable, punctual, and committed to producing high-quality work.
What We Offer
- Competitive salary based on experience.
- Opportunities for career growth and professional development.
- A supportive, high performing team environment.
- A professional office setting in the Bedford community.
Compensation
To commensurate with experience and qualifications.
We thank all applicants for their interest. Only those selected for an interview will be contacted.
CI Assante Wealth Management Ltd. is a Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.