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Administrative Assistant
Robert Half Mississauga, Ontario
Description
Responsibilities:
• Maintain client records and update information across business systems, including CRM and spreadsheet-based trackers.
• Record thorough and accurate notes from client conversations to support ongoing service and planning activities.
• Monitor outstanding requests and follow up on client inquiries, transactions, and related administrative items in a timely manner.
• Work closely with colleagues to address questions, resolve issues, and ensure a smooth client experience.
• Collect, organize, and manage financial and mortgage documentation required for client files and internal processes.
• Review submitted documents for completeness and accuracy, with added attention during high-volume periods such as tax season.
• Provide administrative support for application submissions, status checks, and related follow-up tasks.
• Sort and structure client information to assist the team with preparation and planning-related activities.
• Diploma in Business Administration or a related field.
• At least 2 years of administrative experience.
• Background in financial services is considered an asset.
• Familiarity with tax filing processes is an asset.
• Experience using Salesforce or a comparable CRM platform is preferred.
• Strong working knowledge of Microsoft Outlook, Word, and Excel.
• Excellent customer service, communication, and data entry skills.
• Ability to manage multiple tasks while maintaining a high level of accuracy and attention to detail.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
This job posting is for a current vacancy with our client.
Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.
Questions? Call your local office at 1.888.490.4154. All applicants applying for Canadian job openings must be authorized to work in Canada.
Only job postings for jobs located in Quebec appear in French.
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Robert Half
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting,...
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