Administrative Assistant
Top Job
Located in Sarnia, ON
Salary: $20.00 - $25.00/Hour
Our client, a well-established financial planning office, is seeking a full-time Administrative Assistant to support and assist with the day-to-day operations of a busy client-focused practice. This opportunity is ideal for someone who is highly organized, detail-oriented, professional, and enjoys working in a fast-paced environment with strong client interaction.
Key Responsibilities:
- Manage calendars, scheduling, and client communication
- Prepare client meeting packages and documentation
- Maintain organized digital and physical client files
- Support account administration, transfers, and client paperwork
- Support client file maintenance and ensure documentation is accurate and up to date
- Assist with compliance updates and administrative follow-ups
- Maintain accurate records and ensure documentation is complete
- Provide support with investment administration and trade processing
- Assist with RRSP, TFSA, and general account maintenance
- Support reporting, statements, and administrative workflows
- Assist with client appreciation events and occasional office event coordination
- Coordinate marketing material orders and general office supplies
- Provide occasional support with client communications, newsletters, or social media initiatives
- Provide general administrative and office support as needed
Qualifications:
- Strong attention to detail and accuracy
- Excellent organizational, multitasking, and time management skills
- Ability to manage multiple priorities in a fast-paced environment
- Calm under pressure and not easily overwhelmed
- Strong problem-solving and logical thinking abilities
- Professional, welcoming, and client-focused communication style
- Dependable, flexible, and team-oriented
- Basic understanding of RRSPs, TFSAs, and investment terminology
Preferred Experience:
- Administrative experience within:
- financial services
- wealth management
- banking
- insurance
- professional office environments
- Experience with compliance-related administrative tasks is considered an asset
- Experience with Univeris is an asset but not required
Wage: $20.00 - $25.00/Hour
Ways to apply:
Email your resume to: Nicole.Davis@expresspros.com
Call our office: 519-336-7962
About Express Employment Professionals:
Founded in 1983, Express today employs more than 550,000 people across over 800 franchise locations worldwide. Our long-term goal of putting a million people to work is at the heart of our company's vision: to help as many people as possible find good jobs by helping as many clients as possible find good people. The Sarnia Express Employment Professionals franchise began operation in 2006 and serves Sarnia-Lambton and surrounding areas with temporary staffing, contract workers, and direct hire placement in a variety of fields, including professional, skilled trades, office services, and light industrial. Our ISO certified office has grown steadily, placing more than 6,000 people with local businesses at no cost to job seekers. Express is proud to be a Certified Military Friendly Employer through Canada Company and to have received ClearlyRated's 2020 Best of Staffing Client and Talent awards based on the satisfaction of our clients and associates.
Social Media:
Express Office: Sarnia
805 Christina Street North
Unit 105
Sarnia, ON N7V 1X6
Apply Now