Administrative Assistant

Frost Wealth Management; Waterloo; On-site; CAD 50,000 - 65,000; Full time

Job summary

Frost Wealth Management is seeking a full-time Administrative Assistant in Waterloo, ON. The role involves providing administrative support, managing communications, and handling various clerical tasks. Ideal candidates will have a background in financial services, strong organizational skills, and proficiency in Microsoft Office.

Qualifications

• Minimum 3 years of experience in the financial services industry.
• Knowledge of financial terminology and basic investment concepts.
• Administrative Assistance and Executive Administrative Assistance skills.

Responsibilities

• Provide administrative support and manage phone communications.
• Handle correspondence and assist with clerical tasks.

Skills

Attention to detail

Organizational skills

Time management

Problem-solving skills

Education

Post-secondary education in Business Administration

Tools

Microsoft Office suite

Job description

Direct message the job poster from Frost Wealth Management

Company Description

Frost Wealth Management, located in Waterloo, ON, is one of Canada's premier financial advisory networks providing diversified investment and wealth management services to individuals, families and corporations. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization, operating under the trademark and business name iA Private Wealth.

Role Description

This is a full-time on-site role for an Administrative Assistant at Frost Wealth Management in Waterloo, ON. The Administrative Assistant will be responsible for providing administrative support, managing phone communications, handling correspondence, and assisting with clerical tasks.

Qualifications

• Minimum 3 years of experience in the financial services industry
• Knowledge of financial terminology and basic investment concepts
• Administrative Assistance and Executive Administrative Assistance skills
• Clerical skills
• Strong attention to detail
• Excellent organizational and time management abilities
• Proficiency in Microsoft Office suite
• Attention to detail and problem-solving skills
• Experience in the financial services industry is an asset
• Post-secondary education in Business Administration or related field

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Administrative

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Administrative Assistant • Waterloo, Region of Waterloo, Canada