Administrative Assistant – Full-Time (In-Person)

SG Wealth Management – Markham, Ontario

Position Type: Full-Time | In-Person

Pay Range: $18.00–$23.00 per hour (based on experience)

About Us

At SG Wealth Management, we're not just about numbers—we're about people, families, and long-term financial legacies. As one of Canada's leading financial planning firms with over 4,000 clients, we help professionals and business owners make smarter financial decisions through tax planning, investment advice, insurance, and wealth preservation strategies.

We're now looking for a full-time Administrative Assistant to join our growing team. If you're organized, tech-savvy, and ready to work in a supportive, fast-paced environment—we'd love to meet you.

What You'll Be Doing

• Managing calendars, client meetings, and internal appointments (Zoom, in-person, screen share setup)
• Handling email communication with professionalism and clarity
• Preparing and organizing paperwork, insurance applications, and client folders
• Coordinating small insurance and investment applications as needed
• Assisting with in-house expense tracking and basic data entry
• Supporting the team with general office tasks and process updates
• Embracing and using AI tools and platforms to streamline repetitive work
• But not

Who You Are

• A strong communicator with proficient spoken and written English
• Confident using email, Microsoft Office, Google Drive, and Zoom
• Can type quickly and accurately
• Organized and dependable—you like checklists, calendars, and systems
• You're open to learning new tools (including AI-based tools)
• A team player who's proactive and reliable
• Detail-oriented with a basic understanding of office expense management

Nice-to-Haves

• Previous experience in financial services, insurance, or professional admin support
• Familiarity with CRM tools or data entry systems
• Interest in growing within the wealth management space