Job Description

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We are looking for a dedicated Administrative Assistant to support our Financial Planners in Mississauga, Ontario. This role involves handling a variety of administrative tasks to ensure smooth operations and exceptional client service, with a focus on organization and attention to detail. The ideal candidate will have a basic understanding of financial principles and tax strategies and will thrive in a fast-paced, team-oriented environment.
Responsibilities:

• Provide comprehensive administrative support to Financial Planners, ensuring all tasks are completed efficiently.
• Prepare and organize client materials, reports, and documents for meetings.
• Maintain and update client records accurately within internal systems.
• Assist with data entry and perform financial analysis to support client reviews.
• Coordinate and schedule client meetings, ensuring seamless communication and organization.
• Respond to client inquiries professionally, following up on action items as needed.
• Support the implementation of financial planning and tax strategies under the guidance of Financial Planners.
• Perform general office administrative duties to ensure daily operations run smoothly.
• Utilize Microsoft Office Suite and other systems to complete tasks effectively.

Requirements:

• Strong organizational and administrative skills with exceptional attention to detail.
• Foundational knowledge of financial planning concepts and basic tax strategies.
• Excellent communication skills, both written and verbal.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and familiarity with CRM systems like Salesforce.
• Ability to manage multiple priorities and meet deadlines in a dynamic environment.
• High ethical standards and a commitment to client-focused service.
• A proactive and collaborative approach to teamwork.
• Post-secondary education in business, finance, or related fields is an asset.

Skills Required