Overview

We are seeking a detail-oriented and organized Administrative Assistant on a part time basis to join our team of 3 Advisors in the Insurance and Investment Industry. This role is essential in supporting daily office operations, managing administrative tasks for Insurance and Investment clients, and providing excellent customer service. The ideal candidate will have strong computer skills, experience with office software, and the ability to handle multiple responsibilities efficiently. Prior experience in Administrative is a plus, but not required. This position offers an opportunity to work in a professional environment where organizational skills and attention to detail are highly valued.

Responsibilities

Investment Administration

• Open, maintain, and close client investment accounts
• Prepare, process, and track investment documentation including RRSP, Non-registered, TFSA and RESP applications, transfers, rollovers, b...