Administrative Assistant

ExcelPlan Financial/Investia Financial Services Inc.; Burlington; On-site; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive salary and benefits

Supportive team

Work-life balance

Job summary

ExcelPlan Financial/Investia Financial Services Inc. is seeking a full-time Administrative Assistant for our Burlington office. You will provide hands-on administrative support, helping ensure a smooth client experience and efficient daily operations.

The ideal candidate has 3+ years of administrative experience, strong organizational skills, and excellent communication. Familiarity with financial services is a plus, and proficiency with Microsoft Office is required.

Qualifications

• 3+ years of administrative experience, ideally in financial services or professional offices.
• Exceptional organizational and time management skills.
• Strong written and verbal communication abilities.
• High level of professionalism, discretion, and attention to detail.
• Excellent client service and relationship-building skills.
• Proficiency with Microsoft Office and ability to learn new software quickly.

Responsibilities

• Provide dedicated, high-quality administrative support to the team.
• Help ensure the Burlington practice runs smoothly on a day-to-day basis.
• Coordinate client communications and scheduling, and manage documents as needed.
• Support compliance, onboarding, and other administrative tasks as required.

Skills

Administrative experience

Time management

Written and verbal communication

Discretion and professionalism

Client service

Microsoft Office proficiency

Tools

Microsoft Office

Job description

Over the past 30+ years, I've built a client-focused financial planning practice by earning trust, creating long-term relationships, and helping professional women and their families feel confident and supported as they navigate important financial decisions.

As the practice continues to grow, we are looking for a full-time Administrative Assistant to join our team in our Burlington office. This is a hands-on role where you'll play an integral part in delivering an exceptional client experience by providing dedicated, high-quality administrative support and helping ensure our practice runs smoothly.This position would be suitable for someone looking to make a lateral move at a small, well-established firm.

We're looking for someone who is committed to accuracy, has exceptional attention to detail, and genuinely enjoys helping others. You'll become a trusted resource for our clients and team, taking pride in delivering outstanding service and supporting the day-to-day operations of our well-established, growing practice.

What you need:

• 3+ years of administrative experience, preferably in financial services, wealth management, insurance, or another professional office
• Exceptional organizational and time management skills
• Strong written and verbal communication skills
• High level of professionalism, discretion, and attention to detail
• Excellent client service and relationship-building skills
• Proficiency with Microsoft Office (Outlook, Word, Excel) and the ability to learn new software quickly

Nice to have:

• Previous experience in the investment or wealth management industry
• Experience with CRM software and financial planning software
• Experience scheduling meetings, managing calendars, and coordinating client communications
• Experience supporting compliance, document preparation, and client onboarding
• Knowledge of financial services administration and regulatory requirements
• Mutual Funds licensed, or working on it

What we offer:

• Full-time, permanent position based in our Burlington office
• Competitive salary and benefits
• A supportive, collaborative, and growing team
• A workplace that values work-life balance and recognizes the importance of both personal and professional well-being

If you're an experienced administrative professional with a positive attitude, strong initiative, a desire to learn, and a passion for exceptional client service, we'd love to hear from you!