Administrative Assistant

 

JOB TITLE:  Administrative Assistant

BRANCH NAME:  Assante Capital Management Ltd.

BRANCH LOCATION:  Mississauga, Ontario

POSTING DATE:  July 18th, 2025

APPLICATION DEADLINE:  Until Filled

HOURS PER WEEK:  37.5

CONTACTmmaxan@assante.com


JOB DESCRIPTION:

    We are currently hiring a full time Administrative Assistant to provide professional and specialized administrative services and support, as well as play an active role in the business.

    This highly motivated individual will be responsible for financial administrative and customer service support, to a Wealth Management Advisor and high net worth clients.


    EXPERIENCE AND QUALIFICATIONS:

    • University or College degree.
    • Minimum 5 full years of prior experience in a similar role at a financial services firm. Preference given to experience assisting a financial planner.
    • Excellent verbal and interpersonal skills.
    • Strong writing skills. Ability to create concise, clear and grammatically correct correspondence.
    • Must have strong mathematical aptitude.
    • Keen eye for accuracy and exceptional attention to detail.
    • Very good working knowledge of Excel and Word and have had experience with related industry systems.
    • Professional, well presented, with a strong customer service focus.
    • Exceptional administrative, time management and problem-solving skills.
    • Ability to operate independently with minimal supervision.
    • Proven self starter who takes initiative and works with integrity.
    • Preference given to candidates having IFIC Funds Course or CSC.

     

    DUTIES AND RESPONSIBILITIES:

    • Processing investment and insurance transactions/paperwork.
    • Managing a diligent follow up system for all processing.
    • Maintaining meticulous client files, databases and inputting.
    • Report preparation and research for client meetings.
    • Schedule and confirm all appointments for advisor.
    • Provide sales support such as preparing reports, mailers, & arranging webinars.
    • Research and resolve processing and customer service enquiries.
    • Ensuring Firm compliance standards are upheld and met.
    • Prepare client deliverables, ensuring a high level of attention to detail.
    • Overseeing all incoming communications and internal correspondence.                                                                                                                   
    • Act as a representative and liaison for the Financial Advisor.
    • Building strong client relationships.

     

    ADDITIONAL NOTES:

    This is a full-time, in-person role. The hours are 8:30 am – 5:00 pm (Monday – Friday). Benefits are provided and continuing education opportunities are available.

    If you see yourself as an energetic, detailed and organized professional, with a customer care focus and take-charge attitude, we welcome you to submit your resume.

     

    Please apply with your current resume and a cover letter to:

    Name: mmaxan@assante.com

    We thank all applicants but only those selected for an interview will be contacted.

     

    Assante Capital Management Ltd. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment process. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.

    We thank all applicants for their interest; however only those selected for an interview will be contacted.

    Visit Why Assante to learn more about who we are and what we do.