Administrative Assistant

Kitchener, ON, Canada

Job Description

:
Robert Half has partnered with a well-established wealth management company in Kitchener that is looking for an Administrative Assistant to join their team. This is a great opportunity for someone who enjoys organization, client service, and supporting a professional office environment.
About the Role

  • Provide administrative support to advisors and the office team
  • Receive incoming email and telephone communications from clients
  • Respond to requests for information
  • Manage client documentation and maintain accurate records
  • Schedule meetings and prepare materials for client appointments
  • Handle incoming calls and correspondence with professionalism
  • Assist with compliance and regulatory requirements
Requirements:
What They're Looking For
  • Strong organizational and multitasking skills
  • Excellent communication and attention to detail
  • Proficiency with MS Office and ability to learn new systems
  • Previous experience in financial services or wealth management is an asset
  • CSC / Canadian Securities Course, IIROC or MFCA is not required but considered an asset
Why This Opportunity Stands Out
  • Professional, collaborative team environment
  • Competitive salary and benefits
  • Opportunity to grow within a respected wealth management firm
  • If you're interested in learning more, reach out to me directly. I'd be happy to share details and guide you through the next steps.

Skills Required

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Job Detail

  • Job Id
    JD3346704
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    $55,000-65,000 per year
  • Employment Status
    Permanent
  • Job Location
    Kitchener, ON, Canada
  • Education
    Not mentioned