Job Description

Job description

Company description

Plater Financial Inc. is a family-owned and operated financial advisory firm located in Sarnia, Ontario. For over 39 years, we have been providing trusted financial guidance and tailored solutions to individuals, families, and businesses. Our reputation is built on professionalism, integrity, and a consistent track record of helping clients achieve their financial goals.

As we continue to grow, our focus remains on delivering high-quality financial advice, exceptional client service, and operational excellence. We combine the personalized care of a family business with the standards and expertise of a leading financial advisory firm.

Joining our team means becoming part of a stable, respected organization where your skills will be valued, your growth supported, and your contributions recognized.

Learn more at: www.platerfinancial.com

We are seeking a motivated and detail-oriented professional to join our team. This role is ideal for someone who enjoys working with people, values accuracy and organization, and thrives in a professional office environment.

Key Responsibilities

Greet and assist clients, ensuring they feel valued and welcomed Provide professional service in person, by phone, and via email Support the Senior Admin and advisory team in daily operations Prepare and review financial and non-financial documentation Maintain and update client information in the Client Management System Contact clients to schedule appointments and confirm details Prepare paperwork for client signatures (physical and electronic) Assist clients with tax documentation Update advisor schedules and calendars File, organize, and process paperwork Maintain the professional appearance of the office Perform other duties as assigned

Skills & Qualifications

Ability to work independently and within a team Previous customer service or administrative experience Excellent written and verbal communication skills Strong attention to detail and accuracy Organizational and problem-solving skills Able to manage multiple tasks in a fast-paced environment Self-motivated with a strong work ethic Proficiency in MS Word, Excel, and Outlook

Education & Training Requirements

Secondary School Diploma (or equivalent) required College diploma or university degree is an asset Mutual Fund Licence (Ontario) - asset Life Insurance Licence (Ontario) - asset Financial services or banking experience - asset

Position Details

Job Type: Part-Time, Permanent Salary: From $20/hour to start Schedule: Monday to Friday, day shifts (flexible between 9am-5pm) No weekends or holidays On-site only (no remote work) On-site parking available Occasional coverage required for Senior Admin absences

Application Deadline:

Dec 5, 2025

Job Types: Part-time, Permanent

Pay: From $20.00 per hour

Benefits:

On-site parking
Work Location: In person