Find Your Next Job
Administrative Assistant To Financial Advisor
Posted on Nov. 28, 2025
- New Liskeard, Canada
- 0 - 0 USD (yearly)
- Full Time
Tailor Your Resume for this Job
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
Tailor Your Resume for this Job
Share with Friends!
Similar Jobs
Vincents
Administration Assistant
Introduction: Grow with us. Shape what’s next. At Vincents, we’re not your typical professional ser…
Full Time | Brisbane, Australia
Apply 1 week ago
Williams Meaden & Moore Inc.
Executive Personal Assistant
Our Corporate Advisory, Financial and Valuation Services team is currently seeking an Executive Per…
Full Time | Markham, Canada
Apply 1 week, 3 days ago
Human Resources Assistant
Summary About the position: This position is located at NAF Human Resources Office, Ramstein AB, Ge…
Full Time | Ramstein-miesenbach, Germany
Apply 2 weeks, 3 days ago
Acumentis
Assistant Valuer - P&E And Infrastructure Melbourne
Introduction: Acumentis provides decision certainty. Certainty to our clients through the unique s…
Full Time | Melbourne, Australia
Apply 1 month ago
Vestia Personal Wealth Advisors
Executive Assistant
Executive AssistantWe’re looking for a highly organized and proactive Executive Assistant who…
Part Time | Remote, United States of America
Apply 1 month ago
Assistant, Pro Bono
Businesses are increasingly embracing responsible commercial practices, including environmental, so…
Full Time | New york, United States of America
Apply 1 month, 1 week ago
Nimble Solutions
Coding Assistant - Medical Coding
Description: Company Overview nimble solutions is a leading provider of revenue cycle management s…
Full Time | Ts, India
Apply 1 month, 3 weeks ago
Business Operations Assistant - Value & Risk Advisory
JLL empowers you to shape a brighter way. Our people at JLL are shaping the future of real estate f…
Full Time | Melbourne, Australia
Apply 1 month, 3 weeks ago