Licensed Administrative Assistant – Financial Services

InContinuum Financial Solutions Ltd.

Who we are and who we are looking for:

Are you an experienced financial services professional who is highly organized, proactive, and takes pride in delivering exceptional client service?

InContinuum Financial Solutions Ltd. is looking for a Licensed Administrative Assistant to join our established financial advisory practice in Amherstburg, Ontario. We're looking for more than someone who can complete administrative tasks. We want a dependable, detail-oriented professional who takes ownership, anticipates needs, and enjoys being an Advisor's trusted right hand.

You'll work directly with Financial Advisor Amanda Bieber, helping ensure that clients receive outstanding service while keeping the day-to-day operations of the practice running smoothly. This is an in-office role, Monday to Friday, 9 to 5.

_ What you'll be responsible for:_

Client Administration and Transactions

- Process trades, transfers, PACs, beneficiary changes, address updates, and related documentation within your authorization.
- Assist with death claims, NSF follow-ups, and outstanding client requests.
- Ensure transactions and paperwork are accurate, complete, and processed promptly.

Client Service

- Professionally manage incoming calls, emails, and client inquiries.
- Provide friendly, timely follow-up and resolve routine client requests independently.
- Build positive, trusting relationships with clients.

Advisor and Office Support

- Proactively manage the Advisor's calendar, appointments, and follow-ups.
- Anticipate administrative needs and keep daily operations organized.
- Identify opportunities to improve efficiency and free up the Advisor's time.

Meeting Preparation (on occasion)

- Prepare client information, documentation, and required forms ahead of appointments.
- Identify outstanding requests, follow-ups,



and important details before meetings.
- Ensure the Advisor is organized and fully prepared for client conversations.

Qualifications

- Registered with CIRO as an Investment Representative, having passed the Canadian Investment Regulatory Exam (CIRE).
- Holds the Life Licence Qualification Program (LLQP) qualification or is willing to complete the required examination within the first six months of employment.
- Previous experience in financial services administration, investments, or wealth management, preferably in a financial advisory office.
- Excellent organizational skills and exceptional attention to detail.
- Strong written and verbal English communication skills.
- Professional, friendly, and confident when interacting with clients.
- Comfortable working independently, managing priorities, and taking initiative.
- Strong technology and digital proficiency, with the ability to confidently navigate financial services software, Salesforce, Microsoft Office, and other digital platforms.

The person who will thrive here:

- Thinks ahead and doesn't wait to be told what needs doing.
- Takes ownership and follows through on commitments.
- Pays attention to detail and takes pride in accurate work.
- Enjoys helping people and delivers warm, professional service.
- Works independently and handles competing priorities confidently.
- Has a strong work ethic and willingly goes above and beyond.
- Embraces new technologies, processes, and industry changes with a positive attitude.




- Understands the evolving financial services environment and is willing to continuously learn and improve.

What We Offer

- Market-competitive salary of $55,000–$70,000, depending on experience and licensing.
- Optional employee benefits package.
- Full-time, permanent employment.
- Consistent Monday-to-Friday hours.
- A welcoming, professional office in a great Amherstburg location.
- A small, supportive team where your contributions are valued.
- An opportunity to build long-term relationships and make a meaningful difference.

Why Join InContinuum Financial Services Ltd.?

We're a close-knit team that values professionalism, collaboration, and doing what's right for our clients. Your work won't just support the business - it will directly improve the experience our clients receive every day.

If you're an experienced financial services professional who enjoys staying organized, helping clients, and being the person others can depend on, we'd love to hear from you.

To Apply

Please submit your résumé along with a brief cover letter confirming that you have the IFIC or CSC and explaining why you're interested in joining InContinuum Financial Services Ltd. Please note that Kim Poulin from The Personal Coach is assisting us with this hire. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Pay: $55,000.00-$70,000.00 per year

Benefits:

- On-site parking

Ability to commute/relocate:

- Amherstburg, ON N9V 1G1: reliably commute or plan to relocate before starting work (preferred)

Education:

- Bachelor's Degree (preferred)

Experience:

- Investment or wealth management administrative: 2 years (preferred)

Licence/Certification:

- CDN Investment Regulatory Organization (CIRO) requirements (preferred)
- Canadian Securities Course (CSC) or IFIC (required)

Work Location: In person

📌 Administrative Assistant - Investment Registered (Amherstburg)
🏢 InContinuum Financial Solutions
📍 Amherstburg