Financial Administrative Assistant

Company Description

Frost Wealth Management, located in Waterloo, ON, is one of Canada's premier financial advisory teams providing diversified investment and wealth management services to individuals, families and corporations since 1988.

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization, operating under the trademark and business name iA Private Wealth.

This is a full‑time on‑site role for an Financial Administrative Assistant. In this role you will be responsible for providing administrative support, onboarding clients, collaborating on projects with different team members, managing phone communications, handling correspondence, supporting the advisor in meeting prep and assisting with clerical tasks.

Our team is expanding to accommodate a growing influx of new business. This growth creates opportunities to remain in your current role or explore potential advancements within the organization.

• Administrative Assistance and Executive Administrative Assistance skills
• Strong Phone Etiquette and Communication skills
• Strong attention to detail
• Excellent organizational and time management abilities
• Attention to detail and problem‑solving skills
• Experience in the financial services industry is an asset
• Post‑secondary education in Business Administration or related field would be an asset