We are looking for a dedicated Administrative Assistant to support our Financial Planners in Mississauga, Ontario. This role involves handling a variety of administrative tasks to ensure smooth operations and exceptional client service, with a focus on organization and attention to detail. The ideal candidate will have a basic understanding of financial principles and tax strategies and will thrive in a fast-paced, team-oriented environment. Responsibilities: • Provide comprehensive administrative support to Financial Planners, ensuring all tasks are completed efficiently. • Prepare and organize client materials, reports, and documents for meetings. • Maintain and update client records accurately within internal systems. • Assist with data entry and perform financial analysis to support client reviews. • Coordinate and schedule client meetings, ensuring seamless communication and organization. • Respond to client inquiries professionally, following up on action items as needed. • Support the implementation of financial planning and tax strategies under the guidance of Financial Planners. • Perform general office administrative duties to ensure daily operations run smoothly. • Utilize Microsoft Office Suite and other systems to complete tasks effectively.

• Strong organizational and administrative skills with exceptional attention to detail. • Foundational knowledge of financial planning concepts and basic tax strategies. • Excellent communication skills, both written and verbal. • Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and familiarity with CRM systems like Salesforce. • Ability to manage multiple priorities and meet deadlines in a dynamic environment. • High ethical standards and a commitment to client-focused service. • A proactive and collaborative approach to teamwork. • Post-secondary education in business, finance, or related fields is an asset.

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Mississauga, ON
onsite
Permanent
70000.00 - 75000.00 CAD / Yearly
We are looking for a dedicated Administrative Assistant to support our Financial Planners in Mississauga, Ontario. This role involves handling a variety of administrative tasks to ensure smooth operations and exceptional client service, with a focus on organization and attention to detail. The ideal candidate will have a basic understanding of financial principles and tax strategies and will thrive in a fast-paced, team-oriented environment. Responsibilities: • Provide comprehensive administrative support to Financial Planners, ensuring all tasks are completed efficiently. • Prepare and organize client materials, reports, and documents for meetings. • Maintain and update client records accurately within internal systems. • Assist with data entry and perform financial analysis to support client reviews. • Coordinate and schedule client meetings, ensuring seamless communication and organization. • Respond to client inquiries professionally, following up on action items as needed. • Support the implementation of financial planning and tax strategies under the guidance of Financial Planners. • Perform general office administrative duties to ensure daily operations run smoothly. • Utilize Microsoft Office Suite and other systems to complete tasks effectively.
2025-11-03T12:54:20Z