Administrative Assistant – Financial Services

Our client is seeking a detail-oriented Administrative Assistant with strong organizational and communication skills, experienced in managing client documentation, prioritizing correspondence, and supporting fast-paced office operations. Adept at delivering exceptional client service while maintaining accuracy and efficiency.

What is in it for you?

– Inclusive benefits package.

– Company matching Group RRSP.

– Unique team-focused culture.

– Birthday and anniversary lunches.

– Professional Development opportunities.

Responsibilities:

– Preparing investment paperwork, prioritizing incoming communications, drafting correspondence, monitoring/responding to emails, and liaising with clients.

– Processing, confirming and following-up on client documentation for proper maintenance of accounts in a timely manner.

– Following-up with carriers and financial institutions to ensure applications are processed quickly...