Wealth Admin & Client Service Specialist

iA Financial Group; Toronto; On-site; CAD 45,000 - 55,000; Full time

Job summary

A leading financial services company in Toronto is seeking an Administrative Assistant to provide essential support in a dynamic environment. The successful candidate will coordinate client services, ensure compliance, and improve operational efficiency. Excellent communication in both English and French along with proven organizational skills are essential. This role offers the opportunity to grow in the financial services industry. Join us in helping clients achieve their financial goals.

Qualifications

• 2 years of experience in the financial industry is ideal.
• Must be able to communicate effectively in English and French.
• Demonstrated ability to maintain a professional telephone manner.

Responsibilities

• Respond to client inquiries on the phone queue.
• Schedule client-advisor meetings and ensure documentation accuracy.
• Collaborate with business partners to enhance client service.

Skills

Excellent communication skills

Strong organizational skills

Ability to work autonomously

Proficiency in Microsoft Office Suite

Effective time management skills

Education

Completion of Canadian Securities Course (CSC)

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

A leading financial services company in Toronto is seeking an Administrative Assistant to provide essential support in a dynamic environment. The successful candidate will coordinate client services, ensure compliance, and improve operational efficiency. Excellent communication in both English and French along with proven organizational skills are essential. This role offers the opportunity to grow in the financial services industry. Join us in helping clients achieve their financial goals.