Job Description

About Us:

At Networth Services Inc we help individuals and families achieve their financial goals through personalized investment and retirement planning. We're a client-focused firm that values integrity, professionalism, and service excellence. We are currently seeking a detail-oriented

Administrative Assistant

to support our financial advisors and ensure smooth, accurate processing of client paperwork and day-to-day operations.

Position Overview:

As the Administrative Assistant, you will play a critical role in the client service experience. Your responsibilities will include preparing, processing, and submitting financial documents, maintaining organized client records, supporting the daily workflow of our advisors, and answering telephone and email enquiries. This position requires a high level of accuracy, confidentiality, and the ability to manage multiple tasks in a fast-paced environment.

Key Responsibilities:

Prepare and complete all required paperwork and forms related to financial plans, investments, insurance, and account transfers Submit documents to internal departments, carriers, and investment companies accurately and on time Track and follow up on submitted paperwork & applications to ensure timely processing and resolution Maintain and update client files and CRM system with documentation, notes, and status updates Coordinate client meetings and support advisors with meeting preparation (agendas, reports, documents) Communicate with clients by phone and email regarding paperwork status, missing information, or appointment reminders Maintain compliance standards by ensuring all paperwork is completed correctly and filed appropriately Provide general administrative support to the office, including reception duties, mail distribution, scanning, and filing

Qualifications:

2+ years of administrative experience, preferably in financial services, insurance, or related field Knowledge of financial documents and procedures (e.g., investment applications, KYC, transfer forms) is a strong asset Experience with e-signature processing Excellent attention to detail and organizational skills Strong communication and interpersonal abilities Proficient in Microsoft Office Suite and CRM or financial planning software Ability to manage sensitive information with discretion and professionalism Some experience or understanding of websites, social media is an asset Mutual Fund License is required, or willingness to obtain this within the first six months of employment

What We Offer:

A supportive, team-oriented work environment Opportunity to grow within the financial services industry Competitive compensation based on experience Ongoing training and development opportunities

How to Apply:

Please send your resume and a brief cover letter to nathan@mynetworth.ca with the subject line "Financial Planning Administrative Assistant Application." We thank all applicants for their interest, but only those selected for an interview will be contacted.

Job Type: Full-time

Pay: From $25.00 per hour

Expected hours: 40 per week

Benefits:

Paid time off
Work Location: In person