<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>
We are looking for an Administrative Assistant to support day-to-day office operations in Burlington, Ontario. This Long-term Contract position is well suited to someone who enjoys organizing information, maintaining accurate records, and providing dependable administrative support across teams. The successful candidate will help keep documentation complete, prepare reports and correspondence, and contribute to the smooth coordination of office activities.<br><br>Responsibilities:<br>• Assemble and organize job documentation packages so materials are complete, accurate, and ready for use.<br>• Examine maps and municipal information to confirm files contain the appropriate supporting details.<br>• Review records and packets to ensure required documents and data are included before submission or distribution.<br>• Create, update, and maintain routine reports to support administrative tracking and office operations.<br>• Draft, manage, and respond to written communications in a clear and timely manner.<br>• Work closely with office personnel and corporate contacts to share information and support administrative needs.<br>• Complete a range of paper-based administrative tasks, including document handling and general office support.<br>• Maintain orderly filing systems and keep records easy to retrieve and up to date.<br>• Learn company software and follow established processes to complete administrative duties effectively.
<p><strong>Job Title:</strong> Accounting and Office Manager</p><p><strong>Salary</strong>: $75-$80k</p><p><strong>Location:</strong> Brampton, Ontario</p><p><strong>Job Type:</strong> Full-time, Permanent</p><p><br></p><p><strong>Job Summary:</strong></p><p> Robert Half Canada is seeking a dependable and detail-focused <strong>Accounting and Office Manager</strong> on behalf of our client in the healthcare/senior care industry. This position combines accounting responsibilities with office administration and is well suited for someone who enjoys managing financial processes, supporting daily operations, and helping maintain an organized and efficient workplace.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee daily accounting operations, including accounts payable, accounts receivable, invoicing, and reconciliations</li><li>Prepare journal entries and assist with month-end and year-end close activities</li><li>Maintain general ledger accuracy and supporting financial documentation</li><li>Support budgeting, reporting, and cash flow tracking</li><li>Coordinate payroll-related administration in collaboration with internal or external providers</li><li>Monitor office operations, supplies, vendor relationships, and administrative processes</li><li>Maintain organized records, files, and internal documentation</li><li>Support leadership with administrative and financial reporting tasks</li><li>Help ensure compliance with internal controls, policies, and relevant regulations</li><li>Identify opportunities to improve accounting and office processes</li></ul><p><br></p>