Administrative Assistant

Andreis Financial; Toronto; On-site; CAD 25,000 - 33,000; Part time

Benefits offered by this job

Ongoing training

Professional development opportunities

Supportive work environment

Job summary

A financial services firm in Toronto is seeking a Part-Time Licensed Administrative Assistant. The role involves supporting financial advisors with administrative tasks and client service operations. Candidates must have an active Ontario securities license and preferably experience with CRM systems. This position offers flexible hours and opportunities for professional growth within the financial sector. Ideal for detail-oriented individuals committed to maintaining high confidentiality standards.

Qualifications

• Current Ontario securities license is required.
• Experience in financial services and administrative support is important.
• Proficiency with Microsoft Office is necessary.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office and CRM systems.

Responsibilities

• Support licensed advisors with administrative operations.
• Maintain and update client files securely.
• Prepare and track financial documentation accurately.
• Schedule appointments and manage calendars.
• Communicate with clients in a professional manner.
• Support adherence to FSRA and CIRO regulatory guidelines.
• Handle sensitive client information with confidentiality and professionalism.
• Contribute to office organization and help improve internal workflows and systems.

Skills

Organizational skills

Attention to detail

Communication skills

Proficiency with Microsoft Office

Client confidentiality understanding

Education

Active Ontario securities license

Experience in financial services

Tools

CRM systems

Manulife Securities CIRO/IIROC platform

Manulife Securities CIRO/IIROC platform

Job description

Andreis Financial is seeking a Part-Time Licensed Administrative Assistant to support our financial advisors with day-to-day administrative and client service operations. This role is ideal for someone who is organized, detail-oriented, and experienced in a professional, client-focused financial services environment. A current Ontario securities license is required for this position. Experience with the Manulife Securities CIRO (formerly IIROC) platform is considered an asset, but not essential.

Key Responsibilities

• Provide administrative and operational support to licensed insurance and securities advisors.
• Maintain and update client files in accordance with Ontario regulatory, compliance, and privacy standards.
• Prepare, process, and track investment and financial documentation with accuracy and efficiency.
• Schedule client appointments and manage advisor calendars.
• Communicate professionally with clients via phone and email.
• Support adherence to FSRA and CIRO regulatory guidelines.
• Handle sensitive client information with the highest level of confidentiality and professionalism.
• Contribute to office organization and help improve internal workflows and operational systems.

Licensing and Experience

• An active Ontario securities license (e.g., CSC, CPH + required Manulife Securities approvals) is required.
• Familiarity with the Manulife Securities CIRO/IIROC platform is an asset, but not mandatory.
• Previous experience in financial services, investments, and administrative support. Strong organizational skills and exceptional attention to detail.
• Excellent written and verbal communication skills. Proficiency with Microsoft Office and/or CRM systems.
• Ability to work independently, manage multiple priorities, and meet deadlines.
• Good understanding of client confidentiality, privacy legislation, and Ontario compliance requirements.

Details and Work Hours

• Approximately 15–25 flexible hours per week.
• Supportive, collaborative, and professional work environment.
• Opportunity for growth within the financial services industry.
• Access to ongoing training and professional development.

How to Apply

Please submit your resume and a brief cover letter outlining your experience and current Ontario licensing status to: [e-mail]

Seniority level

Entry level

Employment type

Full-time

Job function

Administrative

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