Financial Administrator

Position and Location

Administrative Assistant
, located in Barrie, ON.

Part‑Time Option:

• $34,000 – $38,000 annually
• Monday to Friday, 10:00 AM – 4:00 PM
• Half‑hour paid lunch
• Salary based on experience

Full‑Time Option:

• $45,000 – $50,000 annually
• Monday to Friday, 9:00 AM – 5:00 PM
• One‑hour paid lunch
• Salary based on experience

• Paid sick and personal days
• 3 weeks paid vacation to start

• Process post‑meeting administrative tasks including opening accounts, placing trades, setting up PACs and AWDs, and completing T2033 transfers
• Securely upload client documentation to Head Office and CRM systems
• Create and maintain accurate client files and records
• Follow up on transactions to ensure timely and accurate completion
• Process client requests including withdrawals, address changes, PAC updates, and related account servicing
• Coordinate and send review requests through email and phone communication
• Assist with gathering information required for financial projections and reporting
• Schedule and confirm client review appointments through follow‑up calls and emails
• Maintain filing systems and ensure documentation is organized and up to date
• Provide skilled and responsive customer service to clients and internal stakeholders

• Minimum 3–5 years of industry experience required
• Strong computer skills with the ability and willingness to learn new software and systems
• Proficient in Microsoft Office applications
• Experience with Univeris and Maximizer CRM considered an asset
• Mutual Fund License considered an asset
• Excellent oral and written communication skills
• Strong organizational skills with exceptional attention to detail
• Ability to prioritize workload, multitask, and meet deadlines
• Ability to work collaboratively in a professional office environment

Work Location:

In person