Financial Advisor - Administrative Assistant

Evergreen Wealth Management; Ontario; Hybrid; CAD 55,000 - 65,000; Full time

Job summary

A wealth management firm in Toronto is seeking an enthusiastic Administrative Assistant to support financial advisors and manage client needs. The ideal candidate will possess strong customer service skills, critical thinking abilities, and at least 2-3 years of experience in the investment sector. This role offers a full-time position with a salary range of $55,000 - $65,000 plus bonuses and opportunities for professional growth.

Benefits

Flex Benefits Included

Significant Bonus Opportunities

Qualifications

• 2-3 years of experience in the investment field as an assistant or associate.
• Excellent verbal and written communication skills in English.
• Experience in providing world-class client service.

Responsibilities

• Interact with clients in person and over the phone.
• Facilitate and resolve client service requests.
• Prepare invoices, reports, memos, and other documents.

Skills

Customer service skills

Critical thinking

Time management

Problem-solving

Organization

Tools

Google Workspaces

CRM systems

Microsoft Office

Job description

Please email your resume and cover letter to [e-mail] by August22nd 2025

Salary : $55,000 - $65,000 + Significant Bonus Opportunities

Work Location : Toronto, ON

Job Type : Full-Time

Start Date : March 2025

Benefits : Flex Benefits Included

Type : In-Person at our Toronto office (combination of in-person and virtual after probation period)

About Us

Evergreen Wealth Management is a Wealth Management firm servicing clients in and around the Greater Toronto Area. We work with individuals and families to help them achieve their financial goals.

We strive to provide our clients with the highest level of customer service. We work closely with clients to build meaningful relationships outside of just their finances. We are looking for an enthusiastic and personable individual to join our team and help us provide outstanding customer service to our clients.

Job Description

This role will be responsible for managing the needs of our clients while providing operational and administrative support to financial advisors in a fast-paced wealth management office.

The ideal candidate can think on their feet, tries to solve problems before asking for help, has great critical thinking skills and a nice to have would be a basic understanding of investment accounts in Canada.

At Evergreen Wealth, you can grow in an environment where you will learn new skills, help people, and make a significant contribution to the team without the typical pressure from sales or prospecting activities.

This position will assist the team in many areas of our wealth management practice, including answering inbound calls, preparing account and service paperwork, managing multiple computer systems in a paperwork-intensive environment, providing customer service both in-person and over the phone, facilitating and resolving client service requests, scheduling client meetings, generating and mailing correspondence, and completing other various tasks as assigned.

Responsibilities

• Interact with clients in person and over the phone
• Facilitate and resolve client service requests
• Apply a working knowledge of operations / client-service processes
• Arrange meetings with clients and follow up on tasks
• Monitor incoming transfers and ensure they are in good order and arrive on time
• Prepare and review new account paperwork and track the progress of the account opening process
• Ensure paperwork is prepared and provided for all client meetings
• Create to-do lists from client meetings
• Handle confidential and / or sensitive information responsibly
• Open, sort and distribute incoming correspondence, including faxes and email
• Perform general office duties such as ordering supplies, maintaining records, and
• Assist financial advisors with daily activities, including maintaining calendars, preparing

correspondence, and providing customer service

Prepare invoices, reports, memos, letters, financial statements and other documents using word processing, spreadsheets and presentation software

File and retrieve corporate documents, records and reports

Detail-oriented and able to work in a fast-paced environment

Highly organized and the ability to manage multiple ongoing tasks and projects

Committed to providing exceptional customer service

Ability to problem solve

Must have strong character and a positive attitude

Must be proficient with Google workspaces (Sheets, Gmail, Drive, etc.)

Experience with CRM systems is an asset

One year of financial industry experience is an asset

IFIC or CSC registration or completion is an asset

Must have accurate data entry skills with strong attention to detail

Highly dependable and responsible

Must be able to work independently

What do you need to succeed? Must-have…

The ideal candidate should have at least 2-3 years of experience in the investment field working as an assistant / associate

Excellent time management skills and the ability to prioritize work

Strong organizational skills with the ability to multi-task / attention to detail / problem solving skills

Excellent verbal and written communication skills in English

Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

Experience using Microsoft Office

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Administrative

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