Administrative Assistant The Administrative Assistant provides exceptional client service and administrative support to a team of independent financial advisors. The ideal candidate is proactive, detail-oriented, and client-focused, with strong organizational skills, sound judgment, and the ability to work independently while managing competing priorities.

Key Responsibilities

- Client Service: Build and maintain positive client relationships by responding to inquiries, addressing requests, and proactively resolving issues in a professional and confidential manner.
- Administrative Support: Coordinate client meetings and appointments, and manage day-to-day administrative requests efficiently and accurately.
- Account Administration: Prepare, process, and maintain client account documentation, transactions, and related paperwork, ensuring records are accurate, current, complete, and compliant with regulatory requirements.
- Trade Processing: Execute client trades, process trade requests, and review daily trading activity with a high degree of accuracy and attention to detail.
- Organization and Prioritization: Manage multiple tasks and deadlines effectively while maintaining a high standard of service and accuracy.



Qualifications and Skills
- University degree or college diploma; a background in business or administration is preferred.
- Completion of the Canadian Securities Course (CSC) or Life License Qualification Program (LLQP) is an asset but not required.
- Strong organizational and time-management skills, with the ability to prioritize and manage competing demands.
- Excellent interpersonal and communication skills, particularly over the phone.
- Exceptional attention to detail, sound judgment, and effective problem-solving skills in both routine and unfamiliar situations.
- A proactive approach, solid initiative, and the ability to work independently and collaboratively.
- A professional, positive attitude and a commitment to outstanding client service and confidentiality. What We Can Offer You
- Career Growth : A clear path for professional development to expand your skills and responsibilities.
- Long-Term Opportunity : The chance to grow your career with us and build a rewarding future in the financial services industry. Pay: From $50,000.00 per year Work

Location:
In person

📌 Administrative Assistant (Whitby)
🏢 Annex Financial
📍 Whitby