Job Description

Executive Assistant to Financial Advisor

Location:

Tecumseh, Ontario.

Job Type:

Full-Time

Salary:

Competitive, commensurate with experience

Start Date:

As soon as possible

About Us

We are a dynamic and client-focused financial firm committed to delivering personalized wealth management solutions. Our team values integrity, precision, and proactive service. We're seeking a highly organized and resourceful Executive Assistant to support our lead Financial Advisor in managing day-to-day operations and client relationships.

Job Summary

As the Executive Assistant, you will play a critical role in ensuring the smooth functioning of the advisor's practice. You'll handle administrative tasks, coordinate client communications, and help maintain a high standard of professionalism and confidentiality.

Key Responsibilities

Manage the advisor's calendar, schedule meetings, and coordinate appointments Prepare and organize client documentation, reports, and presentations Handle incoming calls, emails, and correspondence with discretion and professionalism Maintain client records and ensure compliance with regulatory requirements Assist with onboarding new clients and preparing financial review materials Liaise with internal departments and external partners as needed Support marketing efforts, including newsletters, social media, and client events Perform general office duties such as filing, ordering supplies, and managing mail
Qualifications

Proven experience as an Executive Assistant, preferably in financial services Strong organizational and time-management skills Excellent written and verbal communication abilities High level of discretion and confidentiality Proficiency in Microsoft Office Suite and CRM systems (e.g., Salesforce, Wealthbox) Knowledge of financial terminology and compliance standards is an asset Post-secondary education in business, finance, or related field preferred
Job Types: Full-time, Permanent

Pay: $40,000.00-$60,000.00 per year

Benefits:

Company events Company pension Dental care Life insurance On-site gym On-site parking Paid time off Vision care
Work Location: In person