
TDS Personnel
Our client within wealth management requires an Administrative Assistant to join their team.
Responsibilities:
- Providing high level, organized and efficient administrative support including: logistics related to calendar/meetings/events, arranging travel, reservations, expenses, and other related duties, managing invoice payment/expenses.
- Assisting in preparing Advisors for client meetings, including the preparation of account-opening documentation.
- Processing a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers).
- Committing to rigorous follow-ups relating to all client transactions to ensure proper processing and minimization of errors.
- Having a strong understanding of the firm’s procedures and policies.
- Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.
- Performing general administrative tasks (ex: preparing letters, client communication pieces, etc.)
- Performing other duties as assigned.
Role requirements:
- Strong organizational skills for managing calendars, travel, and expenses efficiently.
- Effective communication abilities.
- Proficiency in general administrative tasks.
- Attention to detail in transaction processing and file maintenance.
- Adaptability to handle multiple tasks.
- Basic financial understanding.
- Client service focus.
- Adherence to company policies.
- Problem-solving capability.
- Team collaboration mindset.
TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.