Job Description

Job Summary

We are seeking an organized and detail-oriented

Administrative Assistant

to support our Financial Advisor. This role is primarily administrative, with limited client interaction, and is key to ensuring smooth operations and efficient client service.

Key Responsibilities:

Prepare and organize client meeting materials, summaries, and reports for the Financial Advisor Process and follow up on client transactions and paperwork by communicating with product providers. Monitor incoming emails, respond as appropriate, and file correspondence accurately Maintain accurate client records and files Assist with internal reporting and administrative tasks as needed Coordinate schedules and manage documentation to support day-to-day operations

Qualifications:

Previous administrative experience, ideally in financial services, banking, or a related field Strong organizational skills and attention to detail Proficiency in Microsoft Office Suite (Word, Excel, Outlook) Ability to handle confidential information with discretion Strong communication and time management skills Bilingual (English and French)

Why Join Us:

Opportunity to work closely with a seasoned Financial Advisor Professional development in the financial services industry Collaborative and supportive team environment Be part of a growing firm and contribute to our continued success Join us in enjoying our newly renovated office space
Job Types: Full-time, Permanent

Pay: From $50,000.00 per year

Benefits:

Dental care Employee assistance program Extended health care Life insurance On-site parking Paid time off RRSP match
Language:

French (required)
Work Location: In person

Expected start date: 2026-01-12