Administrative Assistant to Financial Advisor
The role involves managing administrative tasks such as document processing, bookkeeping, and report preparation for a financial advisor. Additionally, the assistant handles client inquiries, trade execution, and the production of webinars and events.
- On-site
- Toronto, ON
- Posted Aug 14, 2026
- Apply by Sep 13, 2026
- 1 position
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Job summary
Job Duties Compile, verify, record and process forms and documents Key in, edit, proofread and finalize documents Maintain and prepare reports Order office supplies Perform bookkeeping tasks Photocopy documents for distribution, mailing and filing Process incoming and outgoing mail Provide general information to clients and public Respond to telephone, in person or electronic enquiries Send and receive messages and documents Sort, process and verify forms and documents Enter trades and follow up on trade execution Event management Producing webinars Education High School Diploma (or equivalent) Post Secondary Education Qualification Canadian Securities Course Skill Basic computer skills Excellent communication skills Knowledge of major software Solves problems effectively Well organized Works well in a team Great attention to detail 3 years of experience in the financial services industry Position Type Full-Time
What you’ll do
The role involves managing administrative tasks such as document processing, bookkeeping, and report preparation for a financial advisor. Additionally, the assistant handles client inquiries, trade execution, and the production of webinars and events.
Requirements
Candidates must have a high school diploma and post-secondary qualifications, including the Canadian Securities Course. Three years of experience in the financial services industry and proficiency in major software are required.
Listed skills
- TeamworkPreferred
- Problem solvingPreferred
- OrganizationPreferred
- Attention to detailPreferred
- BookkeepingPreferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Bookkeeping
- Document Processing
- Report Preparation
- Client Communication
- Trade Entry
- Event Management
- Webinar Production
- Computer Skills
- Problem Solving
- Organization
- Teamwork
- Attention To Detail
Job areas
- Finance & Accounting
- Administrative
- Customer Service & Support
Additional details
- Minimum education
- High school
- Minimum experience
- 2+ years
- Apply by
- Sep 13, 2026
- Posting language
- English
- Working hours
- 40 hours per week
- Seniority
- Mid-Senior level