Administrative Assistant (Investment Services)

Location: In-Office Waterloo, Ontario

Are you a detail-driven professional who thrives on creating exceptional client experiences? Join Young Financial Group-where your precision, integrity, and initiative are valued every day in a team that fosters trust and lasting client relationships.

About the Role

We are seeking a highly organized and detail-oriented professional to join our team in a full-time, in-office position. As the first point of contact for clients, you will play a key role in delivering a superior client experience while supporting the daily operations of our practice.

To excel in this role, you must demonstrate:

• Impeccable attention to detail and accuracy
• Initiative and the ability to work independently
• Strong verbal and written communication skills
• A proactive and positive client-service mindset
• Excellent time management and organizational skills
• A commitment to maintaining confidentiality and professionalism at all times

Key Responsibilities

This is a representative list and is not exhaustive:

• Prepare client meeting packages, process documentation post-meeting, and manage follow-up actions to ensure completion.
• Accurately place and follow up on investment trades (purchases, switches, withdrawals) in client accounts.
• Keep client records current and organized, both electronically (via Equisoft CRM) and physically (paper filing).
• Act as the primary point of contact for clients and suppliers, delivering a professional and courteous experience.
• Take ownership of client requests and administrative tasks, ensuring deadlines are met and files are audit-ready.
• Maintain a thorough understanding of compliance requirements and industry regulations relevant to the role.

What We're Looking For

• A resourceful and self-motivated team player who thrives in a fast-paced, client-focused environment.
• Someone who takes pride in accuracy, consistency, and thorough follow-through.
• An individual who enjoys building rapport with clients and understands the importance of discretion and confidentiality.

What We Offer

• Full-time, in-office position (9:00am - 5:00pm, Monday to Friday).
• We value in-person collaboration and believe it enhances communication, learning, and team spirit.
• Our office environment is friendly, professional, and built around mutual support.
• A family-oriented culture that respects personal commitments outside of work.
• Supportive mentorship and hands-on training to set you up for success

Compensation & Benefits

• Salary: $50,000 - $60,000 annually, commensurate with experience.
• Benefits: After 90-day probationary period:
• Fully paid Health and Dental coverage
• Fully paid Life Insurance
• Long-Term Disability (employee paid)

The successful candidate will be required to complete a criminal record and credit check.

We appreciate every application, and while we can only contact those selected for interviews, we thank you for your interest in joining our team.