Entry-Level Administrative & Financial Services Associate (Full-Time, Permanent)
We are seeking a motivated and detail-oriented individual to join our successful team. This is an excellent entry-level opportunity with significant potential for professional growth within a successful company specializing in wealth creation, tax planning, and estate planning.
Responsibilities:
· Provide administrative support directly to the Senior Executive.
· Communicate professionally with clients, financial institutions, and partner companies.
· Assist with data entry, document preparation, and record management
· Support financial and administrative processes using various software applications
· Maintain accurate client files and assist with scheduling and correspondence
Qualifications:
· Eagerness to learn and develop new skills
· Strong attention to detail and comfort working with numbers
· Basic to advanced knowledge of Microsoft Excel and Word
· Experience with QuickBooks is an asset
· Strong organizational and administrative skills
· Excellent verbal and written communication abilities
· Professional attitude and ability to work both independently and as part of a team
· Basic or advanced knowledge of RRSPs, TFSAs, FHSAs, RESPs, LIRAs, DPSPs, life insurance products, and related financial planning concepts would be a strong asset
What We Offer:
· Full-time permanent position
· Salary and benefits commensurate with experience and performance
· Training and mentorship opportunities
· Career growth and advancement potential
· Supportive and professional work environment
· Opportunity to build a rewarding career in financial services
If you are enthusiastic, organized, and looking to grow with a successful company, we encourage you to apply.
Application Instructions:
Please submit your resume and cover letter to [email protected].
No phone calls, please. Only candidates selected for an interview will be contacted.
Pay: $18.00-$20.00 per hour
Benefits:
- Company events
- On-site parking
Work Location: In person
