About the role
We’re hiring an experienced Administrative Assistant to join a very well established financial services / wealth management firm. This is an excellent opportunity for someone with their CSC (Canadian Securities Course) looking to build a long-term career in a supportive, team-oriented environment. You’ll be supporting a high-performing team and working under a friendly, approachable, and highly regarded manager who values their team and recognizes strong performance. Key Responsibilities: Provide administrative support to senior advisors Assist with trade processing and execution support in accordance with advisor direction Manage calendars, scheduling, and client meetings Prepare client documentation, reports, and correspondence Handle client communication and inquiries in a professional manner Maintain accurate records and compliance documentation Assist with office coordination and workflow management Qualifications: ✅ CSC (Canadian Securities Course) – required ✅ 3+ years of administrative experience in financial services, wealth management, or banking Strong skills in Microsoft Office (Excel, Word, Outlook) Excellent organizational, communication, and client service skills Why this role: Supportive and people-first leadership Positive, collaborative team culture Established financial services firm with stability and growth Strong opportunity for long-term career development
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About the role
We’re hiring an experienced Administrative Assistant to join a very well established financial services / wealth management firm. This is an excellent opportunity for someone with their CSC (Canadian Securities Course) looking to build a long-term career in a supportive, team-oriented environment. You’ll be supporting a high-performing team and working under a friendly, approachable, and highly regarded manager who values their team and recognizes strong performance. Key Responsibilities: Provide administrative support to senior advisors Assist with trade processing and execution support in accordance with advisor direction Manage calendars, scheduling, and client meetings Prepare client documentation, reports, and correspondence Handle client communication and inquiries in a professional manner Maintain accurate records and compliance documentation Assist with office coordination and workflow management Qualifications: ✅ CSC (Canadian Securities Course) – required ✅ 3+ years of administrative experience in financial services, wealth management, or banking Strong skills in Microsoft Office (Excel, Word, Outlook) Excellent organizational, communication, and client service skills Why this role: Supportive and people-first leadership Positive, collaborative team culture Established financial services firm with stability and growth Strong opportunity for long-term career development