Executive Assistant - Wealth Management, Randstad

Executive Assistant - Wealth Management

Randstad

Location:

Canada, Dundas

Category:

Finance

Contract Type:

Employment contract

Salary:

60000.00 - 90000.00 CAD / Year

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Job Description:

Are you an experienced executive assistant looking for an opportunity in the financial services and wealth management industries? Do you want to be part of a growing team that offers support, training, and opportunity for growth? Are you located near Dundas, ON and seeking a full-time, direct-hire position? If you are a detail-oriented, proactive professional who thrives in a fast-paced environment, we want to hear from you! ... We are recruiting for a highly capable Executive Assistant to join a growing team in the financial sector in the Dundas area, for a well-established firm in the wealth management sector. This role involves client record management, data entry, documentation processing, and scheduling support for advisors. The ideal candidates will have strong organizational skills, a professional demeanor, and the ability to manage a high volume of paperwork efficiently.

Job Responsibility:

Administrative Support – Maintain client records, process applications, manage reports, and ensure accuracy in all documentation
Client & Advisor Coordination – Schedule and coordinate meetings with advisors, follow up on applications, and provide timely client support
Data Entry & Documentation – Accurately enter and manage client information while ensuring compliance with company policies
Process Improvement – Take initiative in streamlining administrative workflows and improving efficiency in daily operations
Team Collaboration – Work closely with advisors and colleagues in a fast-paced, high-volume environment

Requirements:

Bachelor's degree and/or equivalent (Business, Finance, or related field preferred)
5+ years of customer service experience and processing-related tasks
Mutual Funds knowledge (no license required)
Strong Communication Skills – Ability to interact professionally with clients, advisors, and colleagues
Tech-Savvy – Proficiency in Microsoft Office (Word, Excel, Teams)
training provided for internal systems
Highly Organized & Detail-Oriented – Ability to manage high volumes of paperwork efficiently
Proactive & Adaptable – Takes initiative, learns quickly, and works well under pressure
Team-Oriented Mindset – Enjoys working in a collaborative, family-style office environment

What we offer:

Competitive salary up to $90,000/year depending on experience
Monday-Friday 8:00 AM - 4:30 PM (in office)
1 hour lunch
Benefits available - health and dental
3 weeks paid vacation
Friendly and collaborative office culture
Located conveniently close to major highway
Annual salary review, career development & training programs for skill-building
Room for growth and advancement (to become a Financial Advisor)
Supportive, close-knit team environment and training provided

Additional Information:

Job Posted:

March 29, 2025

Expiration:

May 22, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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