Executive Assistant - Wealth Management

We are recruiting for a highly capable Executive Assistant to join a growing team in the financial sector in the Dundas area, for a well-established firm in the wealth management sector. This role involves client record management, data entry, documentation processing, and scheduling support for advisors. The ideal candidates will have strong organizational skills, a professional demeanor, and the ability to manage a high volume of paperwork efficiently.

Does this sound like you? Read below to find more information about this role and how you can apply!

Advantages
- Competitive salary up to $90,000/year depending on experience
- Monday-Friday 8:00 AM - 4:30 PM (in office)
- 1 hour lunch
- Benefits available - health and dental
- 3 weeks paid vacation
- Friendly and collaborative office culture
- Located conveniently close to major highway
- Annual salary review, career development & training programs for skill-building
- Room for growth and advancement (to become a Financial Advisor)
- Supportive, close-knit team environment and training provided

Responsibilities
- Administrative Support – Maintain client records, process applications, manage reports, and ensure accuracy in all documentation.
- Client & Advisor Coordination – Schedule and coordinate meetings with advisors, follow up on applications, and provide timely client support.
- Data Entry & Documentation – Accurately enter and manage client information while ensuring compliance with company policies.
- Process Improvement – Take initiative in streamlining administrative workflows and improving efficiency in daily operations.
- Team Collaboration – Work closely with advisors and colleagues in a fast-paced, high-volume environment.

Qualifications
- Bachelor's degree and/or equivalent (Business, Finance, or related field preferred)
- 5+ years of customer service experience and processing-related tasks
- Mutual Funds knowledge (no license required)
- Strong Communication Skills – Ability to interact professionally with clients, advisors, and colleagues
- Tech-Savvy – Proficiency in Microsoft Office (Word, Excel, Teams); training provided for internal systems
- Highly Organized & Detail-Oriented – Ability to manage high volumes of paperwork efficiently
- Proactive & Adaptable – Takes initiative, learns quickly, and works well under pressure
- Team-Oriented Mindset – Enjoys working in a collaborative, family-style office environment

Summary
If you are a self-motivated individual with a passion for providing top-notch customer service and enjoy working with a close family-style company, we encourage you to apply for this exciting opportunity.

How to Apply?
1) Email your resume to jovana.manojlovic@randstad.ca
2) Apply online at Randstad.ca today!

Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.

Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.