3 results for Senior Executive Assistant in Waterloo, ON
Executive Assistant
- London, ON
- onsite
- Temporary
-
30 - 35 CAD / Hourly
- We are looking for a highly organized Executive Assistant to provide contract support to senior leadership in London, Ontario. This Contract position is ideal for someone who excels in managing executive priorities, coordinating board-related activities, and keeping administrative operations running smoothly. The successful candidate will bring strong judgement, professionalism, and the ability to handle confidential matters while supporting meetings, communications, and day-to-day executive needs.<br><br>Responsibilities:<br>• Manage incoming communications and general corporate inquiries, draft timely responses, and track follow-up items to completion.<br>• Organize agendas, schedules, and supporting materials for board, committee, and leadership meetings.<br>• Attend meetings when needed to capture accurate notes, prepare formal minutes, and maintain secure documentation.<br>• Coordinate all meeting and event logistics, including board sessions, special events, and the annual general meeting.<br>• Maintain accurate records by updating databases, forms, logs, and filing systems on an ongoing basis.<br>• Compile, prepare, and circulate monthly board packages while following up on action items and deliverables for board members.<br>• Provide calendar support for senior executives, arranging internal and external meetings and adjusting priorities as needed.<br>• Assist with travel coordination, expense reporting, and document preparation, including scanning and photocopying administrative materials.
- 2026-08-21T00:00:00Z
Administrative Assistant
- Kitchener, ON
- onsite
- Temporary
-
29 - 34 CAD / Hourly
- We are looking for an Administrative Assistant to support a busy organization in Kitchener, Ontario through a long-term contract opportunity. This part-time role offers 20 hours per week in a hybrid environment with flexible scheduling and regular onsite availability during designated daytime hours. The successful candidate will provide dependable administrative support, help maintain accurate records and documentation, and contribute to smooth day-to-day operations while working closely with internal stakeholders.<br><br>Responsibilities:<br>• Maintain and update organizational records by entering historical and current information into a software platform with a strong focus on accuracy and completeness.<br>• Prepare meeting materials, including agendas and supporting documents, within the designated system to ensure information is organized and accessible.<br>• Learn the organization’s software platform through provided training and guide managers and board members on how to use it effectively.<br>• Offer ongoing user support by answering questions, resolving basic issues, and helping staff become comfortable with the platform.<br>• Assist with accreditation-related administration by organizing required documentation and ensuring materials are ready for review.<br>• Complete general office duties such as document creation, filing, records management, and year-end shredding of outdated files.<br>• Support daily administrative operations by managing a variety of ad hoc tasks and responding to changing priorities as needed.
- 2026-08-20T00:00:00Z
Administrative Assistant
- Waterloo, ON
- onsite
- Permanent
-
70000 - 100000 CAD / Yearly
- <p>We are hiring a Senior Administrative Assistant to support a well-established and highly successful Investment Advisory practice. </p><p>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.</p><p> </p><p> 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.</p><p>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.</p><p><strong>Responsibilities</strong></p><p><strong>Client Account Administration</strong></p><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><p><strong>Trade & Transaction Processing</strong></p><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><p><strong>Compliance & Regulatory Administration</strong></p><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><p><strong>Client Service Excellence</strong></p><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><p><strong>Office Operations Leadership</strong></p><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>
- 2026-07-29T00:00:00Z