Administrative Assistant – Financial Services

About the role

The Administrative Assistant will support a team of financial advisors in the Garden Court branch office. This full‑time position provides essential client service, prepares meeting materials, processes paperwork, and handles client requests in a confidential and timely manner.

Key responsibilities

• Support clients with day‑to‑day administrative duties while maintaining confidentiality.
• Assist the advisory team with paperwork, reporting, and head‑office correspondence.
• Facilitate account opening for new clients and manage the account opening process.
• Answer client phone calls and respond to inquiries in person.
• Maintain financial advisor files, update accounts, and perform general office duties.
• Process and follow up on security transactions and transfers.
• Liaise with clients to address requests and proactively solve problems.
• Ensure all paperwork complies with regulatory requirements.
• Perform project‑based work and other routine duties as assigned.

Required profile

• Excellent verbal and written communication skills.
• Meticulous attention to detail and ability to meet tight deadlines.
• Ability to work independently and as part of a team while maintaining a professional demeanor.
• Outstanding customer service and confidentiality handling.
• Strong organizational, problem‑solving, and self‑starter capabilities.
• Dependable and responsible nature.

Required skills

• Proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook).
• Experience with CRM software (preferred).

What we offer

• Permanent full‑time position with regular hours (8:30 AM – 4:30 PM, Monday‑Friday).
• Supportive work environment that encourages personal career growth and teamwork.
• Compensation discussed based on experience and qualifications.