Administrative Assistant

Administrative Assistant Burlington, ON / GTA Full Time | In-Office | Burlington, ON Over the past 30+ years, I've built a client-focused financial planning practice by earning trust, creating long-term relationships, and helping professional women and their families feel confident and supported as they navigate important financial decisions. As the practice continues to grow, we are looking for a full-time Administrative Assistant to join our team in our Burlington office. This is a hands-on role where you'll play an integral part in delivering an exceptional client experience by providing dedicated, high-quality administrative support and helping ensure our practice runs smoothly. This position would be suitable for someone looking to make a lateral move at a small, well-established firm. We're looking for someone who is committed to accuracy, has exceptional attention to detail, and genuinely enjoys helping others. You'll become a trusted resource for our clients and team, taking pride in delivering outstanding service and supporting the day-to-day operations of our well-established, growing practice. What you need: · 3+ years of administrative experience, preferably in financial services, wealth management, insurance, or another professional office · Exceptional organizational and time management skills · Strong written and verbal communication skills · High level of professionalism, discretion, and attention to detail · Excellent client service and relationship-building skills · Proficiency with Microsoft Office (Outlook, Word, Excel) and the ability to learn new software quickly Nice to have: · Previous experience in the investment or wealth management industry · Experience with CRM software and financial planning software · Experience scheduling meetings, managing calendars, and coordinating client communications · Experience supporting compliance, document preparation, and client onboarding · Knowledge of financial services administration and regulatory requirements · Mutual Funds licensed, or working on it What we offer: · Full-time, permanent position based in our Burlington office · Competitive salary and benefits · A supportive, collaborative, and growing team · A workplace that values work-life balance and recognizes the importance of both personal and professional well-being If you're an experienced administrative professional with a positive attitude, strong initiative, a desire to learn, and a passion for exceptional client service, we'd love to hear from you! To apply: Please send your resume and cover letter outlining your background and interest in the role. #Hiring #AdministrativeAssistant #OfficeAdministrator #ClientService #FinancialServices #WealthManagement #Burlington #GTA #OfficeCareers #CareerOpportunity #WorkLifeBalance #GrowingTeam

The Administrative Assistant provides high-quality administrative support to ensure the smooth operation of a financial planning practice. Key duties include managing client experiences, coordinating communications, and supporting day-to-day office operations.

Candidates need over 3 years of administrative experience, preferably in financial services or wealth management, and proficiency in Microsoft Office. Strong organizational skills, attention to detail, and a commitment to exceptional client service are essential.

• Competitive salary • Benefits • Work-life balance

• Time managementPreferred
• Customer servicePreferred
• Microsoft ExcelPreferred
• Microsoft WordPreferred
• Microsoft OutlookPreferred

Identified from the job description. Confirm important requirements above.

• Administrative Support
• Organizational Skills
• Time Management
• Written Communication
• Verbal Communication
• Client Service
• Relationship Building
• Microsoft Outlook
• Microsoft Word
• Microsoft Excel
• CRM Software
• Financial Planning Software
• Calendar Management
• Client Onboarding
• Compliance Support
• Mutual Funds Licensing

• Administrative
• Finance & Accounting
• Customer Service & Support

Minimum experience

2+ years

Apply by

Feb 13, 2027

Posting language

English

Working hours

40 hours per week

Seniority

Entry level

Application method

Direct apply is available