Financial Services Administrative Assistant (North York)

Financial Services Administrative Assistant (North York)

06 Nov
|
GIC Wealth Management
|
North York

06 Nov

GIC Wealth Management

North York

About Us

GIC Wealth Management Inc. is an established Canadian Financial-Services company, proudly serving clients since 2001.

With over $700 million in GIC assets under administration and relationships with more than 30 financial institutions, we specialize in helping individuals, businesses and condominium corporations access competitive Guaranteed Investment Certificate (GIC) rates.

We are seeking a highly organized, detail-oriented and personable Financial Services Administrative Assistant to join our team.

Key Responsibilities

- Process GIC applications, renewals, maturities, and related documentation.
- Communicate professionally with clients and financial institutions by telephone and email.
- Maintain accurate client records and investment documentation.
- Monitor upcoming GIC maturities and coordinate timely client follow-ups.
- Prepare correspondence, reports, forms and other administrative documents.
- Coordinate the submission and tracking of investment paperwork.
- Respond to client inquiries and provide exceptional customer service.
- Assist with general office administration and day-to-day operations.
- Manage multiple priorities while ensuring accuracy and meeting deadlines.

Qualifications

- Previous administrative experience, preferably in banking,



financial services, investments or a professional office.
- Excellent organizational skills and exceptional attention to detail.
- Strong written and verbal communication skills.
- Proficiency in Microsoft Outlook, Word and Excel.
- Ability to work independently, prioritize responsibilities and manage deadlines.
- Skilled, dependable and comfortable interacting directly with clients.
- Experience with GICs or investment administration is an asset but not required.

What We Offer

- Competitive annual salary of $50,000 -$60,000, based on qualifications and experience.
- Stable, full-time employment with an established Canadian financial-services company.
- Benefits - Dental/Pharmaceutical.
- Underground Parking.
- A professional, supportive and collaborative office environment.
- Opportunity to develop specialized knowledge of the Canadian financial-services industry.

How to Apply

Please submit your resume through indeed.

We thank all applicants for their interest. Only candidates selected for an interview will be contacted.

Pay: $50,000.00-$60,000.00 per year

Benefits:

- Dental care
- On-site parking
- Paid time off

Work Location: In person

📌 Financial Services Administrative Assistant (North York)
🏢 GIC Wealth Management
📍 North York

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