Administrative Assistant
<p>Robert Half has partnered with a well-established wealth management company in Kitchener that is looking for an <strong>Administrative Assistant</strong> to join their team. This is a great opportunity for someone who enjoys organization, client service, and supporting a professional office environment.</p><p><strong>About the Role</strong></p><ul><li>Provide administrative support to advisors and the office team</li><li>Receive incoming email and telephone communications from clients</li><li>Respond to requests for information</li><li>Manage client documentation and maintain accurate records</li><li>Schedule meetings and prepare materials for client appointments</li><li>Handle incoming calls and correspondence with professionalism</li><li>Assist with compliance and regulatory requirements</li></ul>
<p><strong>What They’re Looking For</strong></p><ul><li>Strong organizational and multitasking skills</li><li>Excellent communication and attention to detail</li><li>Proficiency with MS Office and ability to learn new systems</li><li>Previous experience in financial services or wealth management is an asset</li><li><strong>CSC / Canadian Securities Course, IIROC or MFCA</strong> is not required but considered an asset</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Professional, collaborative team environment</li><li>Competitive salary and benefits</li><li>Opportunity to grow within a respected wealth management firm</li><li>If you’re interested in learning more, reach out to me directly. I’d be happy to share details and guide you through the next steps.</li></ul>
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<p>This job posting is for a current vacancy with our client.</p>
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- Kitchener, ON
- remote
- Permanent
-
55000.00 - 65000.00 CAD / Yearly
- <p>Robert Half has partnered with a well-established wealth management company in Kitchener that is looking for an <strong>Administrative Assistant</strong> to join their team. This is a great opportunity for someone who enjoys organization, client service, and supporting a professional office environment.</p><p><strong>About the Role</strong></p><ul><li>Provide administrative support to advisors and the office team</li><li>Receive incoming email and telephone communications from clients</li><li>Respond to requests for information</li><li>Manage client documentation and maintain accurate records</li><li>Schedule meetings and prepare materials for client appointments</li><li>Handle incoming calls and correspondence with professionalism</li><li>Assist with compliance and regulatory requirements</li></ul>
- 2025-12-22T18:05:05Z