Job Description

Job Description

Job Description

Express Employment Professional is recruiting an Administrative Assistant for our client, a wealth management firm specializing in financial planning, retirement planning, and advisory services. This is an excellent opportunity to grow your career in financial services with a well-respected and established firm.

Position: Administrative Assistant - Hybrid
Location: Vaughan, ON
Employment Type: Full-time, 24-month contract with the potential for extension (maternity coverage)
Hours: 40 hours per week, Monday to Friday, 2 days per week onsite, 3 days remotely.

Key Responsibilities:

• · Support wealth management advisors by scheduling appointments, preparing meeting materials, reviewing account details, and assisting with the setup and follow-up of new accounts.
• · Prefill and send digital or paper forms (as needed) to clients for signature. Provide clear instructions to help clients complete forms accurately and respond to any related questions.
• · Submit completed documentation to the appropriate processing office and ensure all forms are handled accurately and on time. Follow up on outstanding items as needed.
• · Serve as a point of contact for client inquiries related to account setup, documentation status, and general account questions.
• · Perform other administrative duties as assigned

·

Qualifications:

• · Excellent written and verbal communication skills with a client-focused approach
• · Exceptional attention to detail with the ability to manage multiple priorities in a fast-paced environment
• · 1–2 years of experience in a client-facing administrative or support role, preferably within the financial services industry
• · Post-secondary education in business, finance, or a related discipline is considered an asset
• · Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); confident using digital tools and document management systems
• · Proven ability to handle sensitive information and maintain strict client confidentiality

Here at Express Employment Professionals, we are large enough to exceed all your needs and expectations, yet small enough to give you the one-on-one attention and customer service you deserve. We are experts in staffing, HR solutions and recruiting qualified workers to fill your needs. Our mission is to match great people with great jobs in our thriving community. Together, we will find a career solution to meet your needs!

Company Description

Here at Express Employment Professionals, we are large enough to exceed all your needs and expectations, yet small enough to give you the one-on-one attention and customer service you deserve. We are experts in staffing, HR solutions and recruiting qualified workers to fill your needs. Our mission is to match great people with great jobs in our thriving community. Together, we will find a career solution to meet your needs!

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