Waterloo, On Finance Jobs – 175 Openings This Week

Financial Services Administrative Assistant
T.E.A.M. Financial —Waterloo, ON
- From $45,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Salesforce
- Disability insurance
- Dental care
Quick apply
14d
Business Analyst (Finance)
Conestoga Meat Packers —Woolwich, ON
- $55,920–$69,900 a year
- Full-time
- Customer service
- ERP systems
- Bachelor's
- Employee assistance program
Quick apply
Financial Analyst
Piller's Fine Foods —Waterloo, ON
- $65,000–$75,000 a year
- Microsoft Office
- Finance
- Project management
- Dental care
- Vision care
Controller
Earthscape Play —Wallenstein, ON
- $100,000–$120,000 a year
- Full-time
- ERP systems
- Research
- Finance
- Profit sharing
- Dental care
Quick apply
11h
Controller
Confidential —Kitchener, ON
- $100,000–$120,000 a year
- Full-time
- Microsoft Excel
- Inventory management
- Supervising experience
- Profit sharing
- Dental care
Quick apply
14d
Client & Mortgage Support Coordinator
4 Capital —Kitchener, ON
- $50,000–$60,000 a year
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
- Dental care
- Paid time off
Quick apply
Director, ERP- Finance Lead
Home Hardware Stores Limited —St. Jacobs, ON
- Full-time
- Hybrid work
- PMP
- ERP systems
- Finance
- Disability insurance
- Dental care
Client Executive, Personal Insurance
NFP Corp —Kitchener, ON
- $67,200–$107,500 a year
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Computer skills
Quick apply
18h
Mortgage Specialist - Guelph
Scotiabank —Guelph, ON
- Sales
- Financial services
- Communication skills
- Dental care
Sales Representative – Financial Services (Uncapped Commission)
Ardent Mortgages Inc. (FSRAO #13023) —Waterloo, ON
- $100,000–$400,000 a year
- Full-time
- Microsoft Word
- Sales
- Customer service
- Disability insurance
- Dental care
Quick apply
Mortgage Specialist - Kitchener, Cambridge, Waterloo
Scotiabank —Waterloo, ON
- Sales
- Financial services
- Communication skills
- Dental care
Mortgage Agent
Headway Consultant —Ontario
- $34,274.79–$160,764.76 a year
- Temporary
- Remote
- Sales
- English
- Financial services
- Work from home
- Flexible schedule
Quick apply
Corporate Controller
Axiom Industrial Solutions Inc. —Cambridge, ON
- From $135,000 a year
- Full-time
- Finance
- Bachelor's
- Team management
- Disability insurance
- Dental care
Quick apply
20h
Insurance Broker - Commission Only
A-KAN INSURANCE LTD —Ontario
- $60,000–$200,000 a year
- Full-time
- Hybrid work
- Bilingual
- Sales
- Business development
- Flexible schedule
Quick apply
Plant Controller
Sunrise Farms —Cambridge, ON
- $115,000–$138,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Inventory management
Quick apply
12d
Finance Systems Specialist - MS Dynamics 365 Business Central - Contract
Elby Professional Recruitment Inc —Kitchener, ON
- Contract
- ERP systems
- Finance
- Business
Quick apply
6d
Finance Manager (Hybrid)
Elby Professional Recruitment Inc —Kitchener, ON
- $100,000–$130,000 a year
- Team management
- Accounting
- Construction experience
- Flexible schedule
Quick apply
Controller
TalentSphere —Cambridge, ON
- $110,000–$130,000 a year
- Microsoft Word
- Supervising experience
- Team management
Quick apply
11d
Account specialist, High Value at Risk (HVAR)
BMO Financial Group —Ontario
- $45,500–$84,500 a year
- Remote
- Sales
- Analysis skills
- Continuous improvement
- Tuition reimbursement
- Life insurance
6d
Financial Controller
Russell Alexander Collaborative Family Lawyers —Ontario
- $70,000–$150,000 a year
- Full-time
- Remote
- Data analysis skills
- Finance
- Analysis skills
- Dental care
- Paid time off
Quick apply
13d

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finance jobs near waterloo, on

Financial Services Administrative Assistant

T.E.A.M. Financial -
Waterloo, ON

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Job details

Full-time
From $45,000 a year
14 days ago

Qualifications

Microsoft Word
Customer communication
Microsoft Outlook
Document preparation
Customer appointment booking
Salesforce Platform
Salesforce
Client inquiry handling
Administrative support experience
Databases
Administrative experience
Client services
Customer service orientation
Organizational skills
Front desk
Financial services
Deposits
Appointment scheduling
Business
Communication skills
Client interaction

Full job description

Company: T.E.A.M. Financial Solutions
Location: Team Ranch, 1830 Kressler Road, Waterloo, Ontario
Employment Type: Full-time, in-office
Hours: Monday to Friday, 8:30 a.m. to 4:30 p.m.
Compensation: Competitive salary, benefits and performance incentives, based on experience and licensing

The Opportunity

We are looking for a professional, organized and personable Administrative Assistant to join our team. This position combines financial services administration, client communication and reception responsibilities. The successful candidate will help support our advisors and service team while also helping ensure that every client feels welcomed, recognized and well cared for from the moment they arrive. This is an excellent opportunity for someone who enjoys working with people, takes pride in being organized and wants to build a meaningful career within the financial services industry.

Key Responsibilities

Administrative and Advisor Support
Reception and Office Support
Welcome clients and visitors and help create an exceptional first impression
Answer and direct incoming telephone calls
Appointment scheduling, calendar coordination and meeting preparation
Receive deliveries, manage incoming and outgoing mail and coordinate courier requests
Help maintain an organized, professional and welcoming reception and meeting environment
Prepare meeting rooms and assist with client hospitality
Prepare meeting materials, client agendas, reports and follow-up correspondence
Maintain organized electronic and physical client records
Provide daily administrative support to financial advisors and other members of the team
Prepare, process and track investment applications, forms and supporting documentation
Assist with account openings, transfers, deposits, withdrawals and other client service requests
Monitor outstanding requirements and ensure tasks are completed accurately and on time
Update Salesforce, internal systems and client databases
Support compliance procedures and ensure documentation meets regulatory and company requirements
Client Service and Communication
Respond to client inquiries by telephone and email in a timely and professional manner
Communicate with clients regarding forms, signatures, appointments and outstanding information via phone and email
Coordinate follow-up items after client meetings
Build positive and professional relationships with clients, team members and external partners
Handle confidential and sensitive information with discretion
Receive deliveries, manage incoming and outgoing mail and coordinate courier requests
Assist in cleint events and promotions
Any other job duties at the sole discretion of the company to better the business needs

Qualifications

Previous experience in an administrative, client service or financial services position is preferred
Strong organizational skills and exceptional attention to detail
Ablity to work in a fast pace environment
Professional and welcoming communication style
Excellent verbal and written communication skills
Ability to manage multiple priorities and follow tasks through to completion
Strong judgement, discretion and respect for confidentiality
Confidence using Microsoft Outlook, Word and Excel
Experience with Salesforce or another CRM system is an asset
Ability to work both independently and collaboratively within a close-knit team

Licensing Requirements

The successful candidate must either already hold a recognized Canadian mutual fund registration or course qualification; or be willing and able to complete the required mutual fund licensing course within an agreed upon period following their start date.

T.E.A.M. Financial Solutions will provide support and guidance throughout the licensing process, but self-study would take place after business hours. Cost associated for the courses will be reimbursed upon successful completion.

Holding a Life Licence Qualification Program (LLQP) licence is considered a strong asset but is not required.

The Person We Are Looking For

Our ideal candidate is someone who:

Genuinely enjoys helping people
Positive outlook and demeaner
Notices the small details that make a big difference
Communicates professionally and follows through on commitments
Can comfortably move between client-facing responsibilities and detailed administrative work
Remains calm and organized when priorities change
Is curious, willing to learn and interested in growing within financial services
Understands that every role on a small team contributes directly to the client experience

What We Offer

A professional, supportive and collaborative working environment
Comprehensive group benefits
Performance based incentives
Paid vacation and personal time
No regular evening or weekend hours
On-site parking
Ongoing education, training and licensing support
Opportunities to grow professionally within the financial services industry
A unique workplace located at Team Ranch in Waterloo

How to Apply

Please submit your résumé and a brief cover letter explaining in point form:

Why this position interests you
What you believe creates an exceptional client experience
Whether you currently hold a mutual fund or life insurance licence

Applications may be sent to Kelly-Anne Klinck at [email protected] with the subject line: Administrative Assistant Application – T.E.A.M. Financial Solutions

We thank all applicants for their interest. Only candidates selected for an interview will be contacted.

Pay: From $45,000.00 per year

Benefits:

Company events
Dental care
Disability insurance
Extended health care
Flexible schedule
Life insurance
On-site parking
Paid time off

Work Location: In person

Quick apply

Refine Your Search

finance jobs in waterloo, on

Financial Services Administrative Assistant

Business Analyst (Finance)

Financial Analyst

Controller

Controller

Client & Mortgage Support Coordinator

Director, ERP- Finance Lead

Client Executive, Personal Insurance

Mortgage Specialist - Guelph

Sales Representative – Financial Services (Uncapped Commission)

Mortgage Specialist - Kitchener, Cambridge, Waterloo

Mortgage Agent

Corporate Controller

Insurance Broker - Commission Only

Plant Controller

Finance Systems Specialist - MS Dynamics 365 Business Central - Contract

Finance Manager (Hybrid)

Controller

Account specialist, High Value at Risk (HVAR)

Financial Controller

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