Administrative Assistant

Job Description:

Our client within private wealth management requires an Administrative Assistant to join their team.

Responsibilities:

• Providing organized and efficient executive administrative support including: logistics related to calendar/meetings/events, arranging travel, reservations, expenses, and other related duties, managing invoice payment/expenses.
• Assisting in preparing Advisors for client meetings, including the preparation of account-opening documentation.
• Processing a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers).
• Committing to rigorous follow-ups relating to all client transactions to ensure proper processing and minimization of errors.
• Having a strong understanding of the firm’s procedures and policies.
• Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.
• Performing general administrative tasks (ex: preparing letters, client communication pieces, etc.)
• Performing other duties as assigned.

Qualifications:

• 1+ years of administrative or office support experience, preferably in a financial services or professional office environment
• Excellent organizational and time management skills with the ability to manage multiple tasks and prioritize effectively
• Strong attention to detail and commitment to accuracy, especially in handling client transactions and documentation
• Professional communication skills, both written and verbal
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and comfort working with digital tools and systems
• Ability to manage calendar coordination, travel arrangements, meeting logistics, and expense processing
• Demonstrated ability to handle confidential information with discretion
• Willingness to learn and apply internal policies, procedures, and compliance standards
• Customer-service mindset with the ability to interact effectively with clients and internal team members
• Ability to work both independently and collaboratively in a fast-paced, team-oriented environment
• Previous experience processing basic financial or client transactions is an asset, but not required
• Post-secondary education in business administration, office management, or a related field is an asset

To apply, upload your resume and complete the required information in the “Apply For The Job” section located to the right of the posting. Alternatively, quote the position title and email your resume to: Beth; b.title@tdspersonnel.com

If you are already registered with TDS Personnel please contact your Consultant.

TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.