Financial Administrative Assistant

  • Category
    Office, clerical & administrative - Administrative Assistant
  • Job type
    Direct Hire
  • Location
    Mississauga, Ontario

Adecco is currently hiring a Financial Administrative Assistantin Mississauga. Our client is looking for someone to provide exceptional client interaction and service. The successful Financial Administrative Assistant candidate will have a background in administration, as well as client services, with a focus in Wealth Management services. The successful candidate will have a proficiency using Microsoft Office programs. As a Financial Administrative Assistant, you will be responsible for front line customer service, as well as providing office support.

Financial Administrative Assistant Responsibilities:

Provide office managerial support to ensure efficient and effective daily operation
Advise and assist with the preparation and coordination of presentations and proposals
Prepare materials and financial reports for client meetings
Complete meeting follow-up activities
Schedule and confirm client appointments
Handle client account administration, including client queries and requests
Process account transactions, order entry and documentation
Update and maintain databases
General office administrative duties as assigned

Financial Administrative Assistant Qualifications:

Post Secondary Education or equivalent combination of education and experience
Minimum of 3 years related experience in an administrative or client service role
Financial Services or Accounting background
Wealth management experience is mandatory
Completion or significant progress towards IFIC or CSC certification would be an asset
Good working knowledge of Microsoft Windows (Excel, Word and PowerPoint)
Strong administrative skills, accuracy and attention to detail

Financial Administrative Assistant Compensation:

Base Salary: 40-45k annually (based on experience level)
Vacation: 2 weeks paid
Benefits: Full benefits package upon completion of probationary period

Tenure driven, performance based bonus plan

If you are interested in this Financial Administrative Assistant opportunity in Mississauga, ON, please click the “apply now” button below.

  • Apply with Adecco

Reference number CA_EN_2_021098_28077

Accommodation will be provided in all parts of the hiring process as required under Adecco’s Employment Accommodation policy. Applicants will need to make their needs known in advance to their Adecco representative.

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