Licensed Admin Assistant – Financial Services (Part-Time)

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.

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.

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

Job description

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.