Administrative Assistant

Overview

Administrative Assistant Jobs in Toronto, Ontario, Canada at TDS Personnel

Title: Administrative Assistant

Company: TDS Personnel

Location: Toronto, Ontario, Canada

Our client within wealth management requires an Administrative Assistant to join their team.

Responsibilities:

• Providing high level, organized and efficient administrative support including: logistics related to calendar/meetings/events, arranging travel, reservations, expenses, and other related duties, managing invoice payment/expenses.
• Assisting in preparing Advisors for client meetings, including the preparation of account-opening documentation.
• Processing a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers).
• Committing to rigorous follow-ups relating to all client transactions to ensure proper processing and minimization of errors.
• Having a strong understanding of the firm’s procedures and policies.
• Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.
• Performing general administrative tasks (ex: preparing letters, client communication pieces, etc.)
• Performing other duties as assigned.

Role requirements:

• High School Diploma required; Associate or Bachelor’s degree (in Business, Finance, Economics, or a related field) preferred, or equivalent practical experience.
• 0–2 years of experience in an administrative support, customer service, or banking/financial services environment.
• Basic to intermediate proficiency with Microsoft Office Suite (Outlook, Word, Excel).
• Comfort learning and adapting to new software platforms, CRM tools, and financial transaction software.
• Strong basic math skills for accurately reviewing expenses, invoices, and processing client monetary requests.
• High degree of accuracy when handling sensitive documents, processing financial transactions, and maintaining compliance records.
• Ability to prioritize everyday tasks, manage calendars, and meet deadlines in a fast-paced environment.
• Professional written and verbal communication skills for drafting client correspondence and interacting with executive team members.
• A self-starter attitude with a strong commitment to following up on multi-step transactions until fully resolved.
• Ability to handle confidential client information and sensitive financial records with absolute integrity.
• Familiarity with financial industry regulations, compliance standards, or wealth management documentation is a plus.
• Prior experience supporting executives or financial advisors is a plus.

TDS Personnel is an equal opportunity employer committed to fostering an inclusive and accessible workplace in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). Accommodations are available upon request for candidates participating in all stages of the recruitment and selection process.