Personal Assistant Jobs in Brampton, 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>
2026-09-29T00:00:00Z

Administrative Assistant

Mississauga, Ontario
remote
Temporary
22 - 24 CAD / Hourly
We are looking for an Administrative Assistant to join a mission-driven team in Mississauga, Ontario on a Long-term Contract basis. In this role, you will provide responsive support to donor-related inquiries, maintain accurate records, and help ensure administrative processes run smoothly across multiple systems. This opportunity is well suited to someone who is organized, adaptable, and comfortable managing detailed work in a fast-paced environment. Responsibilities: • Respond to donor questions and support requests with professionalism, empathy, and timely follow-up across phone and email channels. • Update, maintain, and audit donor information in internal systems to help preserve complete and reliable records. • Investigate and resolve duplicate entries to improve database quality and support overall data integrity. • Assist with tax receipt administration, including processing adjustments and handling related record changes accurately. • Use ticketing platforms such as Freshdesk to log inquiries, monitor progress, and close requests efficiently. • Complete account maintenance and record change requests with close attention to detail and established service standards. • Review information in Excel files, validate details, and transfer corrected data into database platforms as needed. • Support ongoing administration across Microsoft 365, Dynamics, DonorDash, and related tools while helping the team manage changing priorities.
2026-09-30T00:00:00Z

Sr. Executive Assistant

Vaughan, Ontario
onsite
Permanent
110000 - 130000 CAD / Yearly
We are looking for an experienced Executive Assistant to provide high-level support to a senior executive in Vaughan, Ontario. This position is central to keeping business priorities, communications, and daily activities running smoothly while also helping manage select personal matters with discretion and sound judgement. The successful candidate will bring strong organizational instincts, excellent communication skills, and the ability to anticipate needs in a fast-moving executive environment. Responsibilities: • Oversee a demanding executive calendar, prioritize competing requests, and coordinate meetings to protect time for key business objectives. • Arrange detailed travel plans, including flights, ground transportation, accommodations, and backup plans for changes or disruptions. • Manage personal appointments, errands, and time-sensitive requests to reduce distractions and support day-to-day efficiency. • Serve as an experienced point of contact for senior leaders, board representatives, clients, and external partners, ensuring responsive and clear communication. • Prepare meeting materials, capture decisions and follow-up items, and track progress on strategic initiatives to support executive accountability. • Lead the planning of executive events, business dinners, leadership gatherings, and offsite sessions that strengthen relationships and alignment. • Improve administrative workflows, document organization, and office processes to enhance efficiency across the executive function. • Coordinate with other senior administrative staff to promote consistent support practices across the leadership team. • Support confidential business activities such as due diligence coordination, secure document handling, vendor liaison, and expense review and submission.
2026-09-16T00:00:00Z

3 results for Personal Assistant in Brampton, ON