An Investment and Planning firm located in the Mississauga area is looking for an experienced Administrative Assistant to join their team in this full-time permanent role.

Job ID: A8337


Category: Administrative

Salary: Competitive


  • Providing administrative support for two investment advisers.
  • Account opening and maintenance.
  • Answering incoming calls from clients and suppliers.
  • Maintaining reception area- greeting clients.
  • Responsible for making bank deposits.
  • Running accounts payable once per month.


  • A post secondary education is an asset.
  • Experience using QuickBooks.
  • Minimum 5 years’ working within the financial services industry.
  • An understanding of financial products such as- mutual funds, RRSPs, RRIFs and TFSAs.
  • Proficiency in Microsoft Office Suites.

Number Of Positions 1

Pay Rate

Date Updated 01/28/2019

Status Filled