Operations Assistant - Wealth Management (Hybrid)

Foster & Associates Financial Services Inc.; Toronto; Hybrid; CAD 60,000 - 70,000; Full time

Benefits offered by this job

Health Spending Account (HSA)

Discretionary performance bonuses

Dog-friendly office

Professional development support

Job summary

A financial services firm in Toronto is seeking an Administrative Assistant, Operations to manage operational and administrative tasks essential for smooth firm operations. Ideal candidates will have at least 2 years of administrative experience, preferably in financial services, and proficiency in Microsoft 365. This role includes acting as a primary contact for advisors, processing important documentation, and enhancing the operational experience for clients. Competitive salary and hybrid work options are available.

Qualifications

• Minimum 2 years' administrative experience; financial services or wealth management experience is ideal.
• Proficient in Microsoft 365 (Excel, Word, PowerPoint, SharePoint, Outlook).
• Experience with financial or operational systems is a plus.
• Keen analytical skills with great attention to detail.
• Proven ability to prioritize competing demands.
• Strong initiative and problem-solving skills.
• Reliable and collaborative team player.
• Professional communication skills with a client-focused, hospitable demeanor.
• Legally eligible to work in Canada without sponsorship.
• Canadian Securities Course (CSC) and/or Conduct and Practices Handbook (CPH) credentials are assets.

Responsibilities

• Act as a primary contact for advisors and support staff with operational queries.
• Monitor, triage, and track key communications and follow-ups.
• Administer fee setups and amendments.
• Process documentation for account openings, updates, estate settlements, and regulatory filings.
• Support process improvements, advisor onboarding and transitions.
• Participate in office organization and help create a welcoming, professional client-facing environment.
• Other assignments and projects aligned with firm needs, your strengths and interests.

Job description

A financial services firm in Toronto is seeking an Administrative Assistant, Operations to manage operational and administrative tasks essential for smooth firm operations. Ideal candidates will have at least 2 years of administrative experience, preferably in financial services, and proficiency in Microsoft 365. This role includes acting as a primary contact for advisors, processing important documentation, and enhancing the operational experience for clients. Competitive salary and hybrid work options are available.