2 results for Administrative Assistant in Kitchener, ON

Administrative Assistant

Waterloo, Ontario
onsite
Permanent
70000 - 100000 CAD / Yearly
We are hiring a Senior Administrative Assistant to support a well-established and highly successful Investment Advisory practice. The Senior Administrative Assistant is responsible for managing the full spectrum of client account administration, transaction processing, account transfers, and regulatory documentation within this high-volume Investment Advisory practice. This is a key position, the operational backbone of the practice and requires extensive experience supporting Investment Advisors, managing client accounts, processing investment transactions, and ensuring regulatory compliance.The successful candidate will be a seasoned financial services professional who can operate independently, oversee complex client transactions, and provide exceptional service to high-net-worth clients.ResponsibilitiesClient Account Administration<ul><li>Open new client accounts and maintain account documentation</li><li>Process account transfers, including incoming and outgoing assets</li><li>Manage client requests and account updates</li><li>Coordinate RESP withdrawals, RRIF payments, estate settlements, and other account transactions</li><li>Ensure all documentation is complete, accurate, and compliant</li></ul>Trade & Transaction Processing<ul><li>Process client trade instructions accurately and efficiently</li><li>Handle cash withdrawals, deposits, transfers, and journal requests</li><li>Monitor transactions through completion and resolve any discrepancies</li><li>Liaise with internal operations teams and external financial institutions</li></ul>Compliance & Regulatory Administration<ul><li>Maintain compliance documentation and client records</li><li>Review new account applications for completeness and regulatory requirements</li><li>Ensure adherence to CIRO and firm compliance standards</li><li>Prepare and submit regulatory and compliance-related paperwork</li><li>Support audits, reviews, and compliance inquiries</li></ul>Client Service Excellence<ul><li>Act as a primary point of contact for clients</li><li>Respond to client inquiries regarding accounts, transactions, and documentation</li><li>Build strong, trusted relationships with clients through professional and proactive service</li><li>Handle sensitive and confidential client information with discretion</li></ul>Office Operations Leadership<ul><li>Serve as the senior administrative resource within the practice</li><li>Identify opportunities to improve processes and efficiencies</li><li>Provide guidance and support to junior administrative staff as required</li><li>Ensure smooth day-to-day operations of the advisory practice</li></ul>
2026-09-17T00:00:00Z

Paralegal

Brampton, Ontario
onsite
Permanent
60000 - 80000 CAD / Yearly
We are looking for a skilled Paralegal to join a busy legal team in Brampton, Ontario. This position supports accident benefits matters by coordinating case materials, preparing legal documentation, and maintaining strong communication with clients and external parties. The successful candidate will bring sound knowledge of relevant tribunal processes and insurance-related files while managing deadlines in a fast-paced practice. Responsibilities:• Oversee a portfolio of accident benefits matters with a high degree of independence and consistent follow-through.• Prepare and revise letters, legal documents, summaries, submissions, motions, and application materials for insurers, medical providers, and clients.• Act as a point of contact for clients, insurance representatives, legal counsel, and treatment clinics to keep files progressing efficiently.• Attend and assist with case conferences and tribunal-related proceedings, including client representation where permitted.• Complete required accident benefits documentation in accordance with applicable statutory rules and procedural requirements.• Track limitation dates, hearing schedules, and filing deadlines to help ensure full compliance on every file.• Maintain organized electronic and physical file records, updating case management systems with accurate and timely information.• Carry out ongoing file administration and provide additional legal support duties as needed within the practice.
2026-09-24T00:00:00Z