Administrative Assistant

We are looking for a reliable, organized assistant to help manage the day-to-day operations of our growing professional services business. You’ll work closely with an investment advisor to keep things running smoothly — scheduling, client follow-ups, and administrative tasks — so we can focus on serving clients and growing the business.

This role is ideal for someone who enjoys structure, takes initiative, and likes being the person who keeps everything on track.

We are a growing investment advisory practice dedicated to helping clients achieve their financial goals through personalized wealth management. We have been the #1 office for Manulife Wealth across Canada for the past 20 years and have just surpassed the $12 Billion mark in assets under management. We pride ourselves on professionalism, client service, and long-term relationships.

Responsibilities

• Prepare and organize documents and client files.
• Follow up with clients on outstanding information.
• Handle email correspondence and basic client communication.
• Keep internal systems and records up to date and ensure compliance with regulatory requirements.
• Manage calendar scheduling and client meetings.
• Assist the investment advisor in managing prospecting activities and managing existing clients (account openings & transfer follow-ups).

Requirements

• Strong proficiency in English & French.
• Proficiency in data analysis and data entry.
• Ability to work in a fast-paced environment while managing multiple tasks.
• Highly organized and detail-oriented.
• Strong written and verbal communication.
• Comfortable with email, calendars, and basic tech tools (Google / Microsoft Office).
• Proactive — you don’t wait to be told what to do.
• Professional and discreet with sensitive information.

Nice to have

• Experience in finance, real estate, or professional services.
• Experience supporting an entrepreneur or small business owner.
• Familiarity with CRMs or scheduling software.

What’s in it for you

• Stable role with long-term potential.
• Direct exposure to how a professional business operates.
• Competitive compensation based on experience.
• Flexible work setup (where applicable).
• Opportunity to grow responsibilities over time.

Pay: CA$40,000.00-CA$60,000.00 per year

Work Location: In-Person