Administrative Assistant

Financial Services | Wealth Management | Full-Time

Are you an experienced Administrative Assistant with a background in financial services, wealth management, insurance, or investments? Do you enjoy being the trusted support person who keeps everything running smoothly behind the scenes while delivering an exceptional client experience?

Our client is a well-established, owner-operated financial services practice known for its collaborative culture, approachable leadership team, and genuine appreciation for its employees. This is an opportunity to join a close-knit, professional team where your contributions will be valued and recognized every day.

What You'll Be Doing

As a key member of the team, you will support the Financial Advisor and clients through a variety of administrative, operational, and client service activities, including:

• Prepare client files and meeting materials for financial planning appointments.
• Complete and process insurance and mutual fund applications accurately and efficiently.
• Ensure all documentation is complete, compliant, and submitted within required timelines.
• Schedule appointments and manage calendars using Microsoft Bookings.
• Coordinate and manage DocuSign documentation and client signatures.
• Maintain organized electronic and paper client files.
• Support client onboarding activities and ongoing service requests.
• Communicate professionally with clients via phone, email, and in person.
• Create and schedule social media content to support the firm's online presence.

Must-Haves

• 3+ years of administrative experience,
• 1 + years experience within a financial planning, wealth management, investment, insurance, or financial services environment.
• Previous experience processing insurance applications and/or mutual fund transactions an asset
• Strong understanding of industry documentation requirements and regulatory compliance standards.
• Exceptional attention to detail and organizational skills.
• Strong Microsoft computer skills
• Ability to manage social media accounts an asset

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.

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Questions? Call your local office at 1.888.490.4154. All applicants applying for Canadian job openings must be authorized to work in Canada.

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