Administrative Assistant

Full-time, Contract


3 weeks ago in Banking and Asset Management

Job Description:

Financial services company downtown requires an Administrative Assistant to join their team on a contract basis. Supporting the investment advisors, responsibilities will include:


  • Support the Investment Advisor in general administrative duties in the management of client accounts
  • Support the Investment Advisor prepare client reviews and presentations
  • Assist the Investment Advisor in collecting data from clients to create financial plans
  • Manage the team’s website with current information and assist with marketing initiatives utilizing prospecting online tools
  • Request information and documentation from clients in order to open accounts and keep client files up to date
  • Maintain administrative liaison with the different operations departments
  • Type memos, letters and documents
  • Prepare and manage periodic mass mailings to existing and potential clients
  • Act as contact person for clients concerning products, procedures and policies


  • Proficient in English, oral and written
  • Proficient with Microsoft Office Suite
  • Organizational skills and ability to prioritize
  • Ability to work under pressure
  • Autonomy, initiative and attention to detail
  • Knowledge of daily market activity to provide information to clients
  • Current knowledge of compliance issues published in internal bulletins
  • Excellent phone and e-mail etiquette, delivering high standards of customer service
  • Ability to balance time pressures and deadlines with conflicting demands
  • 3 to 5 years’ experience in the financial sector preferred
  • Post-Secondary education in a related discipline would be an asset
  • The completion of the Canadian Securities Course and Conduct and Practice Handbook is an asset

To apply, upload your resume and complete the required information in the “Apply For The Job” section located to the right of the posting. Alternatively, quote the position title and email your resume to: Leah Steinberg;

If you are already registered with TDS Personnel please contact your Consultant.

TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.

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