Administrative Assistant

Andreis Financial is seeking a Part-Time Licensed Administrative Assistant to support our financial advisors with day-to-day administrative and client service operations. This role is ideal for someone who is organized, detail-oriented, and experienced in a professional, client-focused financial services environment. A current Ontario securities license is required for this position. Experience with the Manulife Securities CIRO (formerly IIROC) platform is considered an asset, but not essential.

Key Responsibilities

• Provide administrative and operational support to licensed insurance and securities advisors.
• Maintain and update client files in accordance with Ontario regulatory, compliance, and privacy standards.
• Prepare, process, and track investment and financial documentation with accuracy and efficiency.
• Schedule client appointments and manage advisor calendars.
• Communicate professionally with clients via phone a...