Our client is searching for a highly detail-oriented and client-focused Administrative Associate for our client, a boutique wealth management firm specializing in financial planning, retirement planning, and advisory services.

This is an excellent opportunity to grow your career in financial services with a well-respected and established firm.

Position: Administrative Associate
Location: Concord, ON
Employment Type: Full-time, 24-month contract (Maternity Leave Coverage), with the potential for extension
Compensation: $48,000 to 50,000

Hours: 40 hours per week, Monday to Friday

Key Responsibilities:

· Support wealth management advisors by scheduling appointments, preparing meeting materials, reviewing account details, and assisting with the setup and follow-up of new accounts.

· Prefill and send digital or paper forms (as needed) to clients for signature. Provide clear instructions to help clients complete forms accurately and respond to any related questions.

· Submit completed documentation to the appropriate processing office and ensure all forms are handled accurately and on time. Follow up on outstanding items as needed.

· Serve as a point of contact for client inquiries related to account setup, documentation status, and general account questions.

· Perform other administrative duties as assigned

Qualifications:

· Excellent written and verbal communication skills with a client-focused approach

· Exceptional attention to detail with the ability to manage multiple priorities in a fast-paced environment

· 1–2 years of experience in a client-facing administrative or support role, preferably within the financial services industry

· Post-secondary education in business, finance, or a related discipline is considered an asset

· Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); confident using digital tools and document management systems

· Proven ability to handle sensitive information and maintain strict client confidentiality

Must be able to work 2 days per week onsite, 3 days remotely

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Express is a Full-Service Human Resources Centre. If you do not possess the above skill set but would like to explore other opportunities we may have, please submit your resume specifying the career opportunities that would be of interest to you.

Company DescriptionHere at Express Employment Professionals, we are large enough to exceed all your needs and expectations, yet small enough to give you the one-on-one attention and customer service you deserve. We are experts in staffing, HR solutions and recruiting qualified workers to fill your needs. Our mission is to match great people with great jobs in our thriving community. Together, we will find a career solution to meet your needs!Company DescriptionHere at Express Employment Professionals, we are large enough to exceed all your needs and expectations, yet small enough to give you the one-on-one attention and customer service you deserve. We are experts in staffing, HR solutions and recruiting qualified workers to fill your needs. Our mission is to match great people with great jobs in our thriving community. Together, we will find a career solution to meet your needs!