Administrative Assistant to support Senior Investment Advisor, Private Wealth Management Firm.  Central downtown Toronto location walking distance from subway and GO station.

Job ID: A8342

Location: Toronto

Category: Administrative, Clerical

Salary: Competitive

Reponsibilities

  • Will be preparing briefing notes and presentation materials for client meetings
  • Attending some meetings and taking minutes and following up on action items
  • Assisting with special events coordination and communications material preparation and distribution
  • Maintaining client records, both hard copy and on a CRM database
  • Managing the Senior IA’s busy schedule
  • Assisting with additional administrative support functions within the office as required


Qualifications

  • Strong administrative, communications and/or marketing support background
  • Excellent opportunity for someone to utilize or pursue Canadian Securities Course
  • Must have completed a post-secondary education
  • Strong Microsoft Office skills
  • superior communications skills, both written and verbal

Number Of Positions 1

Date Updated 02/06/2019

Status New

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