Client-Focused Administrative Assistant Role
Essential HR • toronto, on • Posted July 09, 2026
Position Overview
Drive client satisfaction as an Administrative Assistant in our esteemed financial advisory practice. Support advisors by ensuring efficient operations and enhancing client communication.
With a focus on high net worth clients, you will assist in document processing, record management, and communications. Under the guidance of Deborah Williams, you'll play a crucial role in navigating daily tasks and fostering team organization. This position allows for professional growth while developing core administrative skills that contribute to long-term success.
Key Responsibilities:
• Answer client calls and emails professionally
• Prepare documents for insurance, GICs, and mutual funds
• Ensure daily transactions meet deadlines with precision
• Maintain organized client records within the CRM
• Collaborate with advisors on client outreach initiatives
Requirements:
• 2–3 years of professional office experience
• D...
With a focus on high net worth clients, you will assist in document processing, record management, and communications. Under the guidance of Deborah Williams, you'll play a crucial role in navigating daily tasks and fostering team organization. This position allows for professional growth while developing core administrative skills that contribute to long-term success.
Key Responsibilities:
• Answer client calls and emails professionally
• Prepare documents for insurance, GICs, and mutual funds
• Ensure daily transactions meet deadlines with precision
• Maintain organized client records within the CRM
• Collaborate with advisors on client outreach initiatives
Requirements:
• 2–3 years of professional office experience
• D...