Administration Associate (18 Months Maternity Leave)

Orillia, Ontario, Canada • Posted March 23, 2026

Job Type: Full time

Location: Orillia, Ontario

Posted: March 23, 2026

Category: Secretaries and Administrative Assistants

Application Deadline: May 02, 2026

Role Description

Application Deadline:
03/23/2026Address:
6 West Street North Suite 400Job Family Group:
Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.
Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
Assists the advisory team in preparing for client meetings, including scheduling appointments.
Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
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