Columbus Administrative assistant wealth management Jobs – 3 Openings This Week

Administrative Assistant - Family Planning Office
Harbourfront Wealth Management —Aurora, ON
- $58,000–$68,000 a year
- Hybrid work
- CRM software
- Microsoft Outlook
- Administrative experience
Quick apply
Contracting Assistant
iA Groupe financier / iA Financial Group —North York, ON
- From $45,000 a year
- Temporary
- Hybrid work
- Microsoft Outlook
- Marketing
- English
Management Associate Program
OTT Financial Group —Toronto, ON
- Full-time
- Computer Science
- English
- Finance
Quick apply

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WEALTH MANAGEMENT ASSISTANT (LICENSED)
Sandra Ramos and Associates - IG Private Wealth Management —Barrie, ON
Active CIRO MFDA license (Mutual Fund licensed). We provide a full range of wealth management products and services to successful individuals, families,…
$50,000–$60,000 a year
Quick apply
FINANCIAL INVESTMENT ADVISOR - CAREER OPPORTUNITY FOR AN ENTREPRENEUR
Manulife Diligence Wealth Management —Etobicoke, ON
A Bachelor’s degree in Business, Commerce, Economics, Engineering, or a related field is preferred. Support the development of tailored financial strategies and…
$29,000–$250,000 a year
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WEALTH MANAGEMENT ASSISTANT (LICENSED)
Sandra Ramos and Associates - IG Private Wealth Management —Barrie, ON
Active CIRO MFDA license (Mutual Fund licensed). We provide a full range of wealth management products and services to successful individuals, families,…
$50,000–$60,000 a year
Quick apply
Administrative Assistant
People Corporation —Toronto, ON
Provide general administrative support, including document management, file organization, correspondence, data entry, invoices, and team communications.
$55,000–$65,000 a year
12d

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Administrative Assistant - Family Planning Office

Harbourfront Wealth Management
Aurora, ON

Quick apply

Job details

Benefits

Paid vacation

Skills

CRM software
Microsoft Outlook
Document preparation
Customer appointment booking
Administrative support experience
Filing
Administrative and business operations experience
Administrative experience
Task prioritization
Report and presentation preparation
Client services
Written report writing
Customer service orientation
Organizational skills
Front desk
Financial services
Communication skills
Client interaction

Full job description

Who we are:
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $16 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great companies.

Built on a foundation of personalized advice, transparency, and long-term relationships, Envision Private Wealth is an advisory practice within Harbourfront Wealth Management, providing comprehensive wealth management and financial planning services to individuals, families, and business owners.
Envision takes a holistic approach to wealth management, helping clients navigate investment planning, retirement planning, estate planning, tax strategies, risk management, and cash flow planning.

Career opportunity:
Our growing financial planning practice is looking for a professional, organized, and client focused Administrative Assistant to join our team. This role is ideal for someone who enjoys providing exceptional client service, managing multiple priorities, and supporting a busy financial planning office.

You will be responsible for:

Greet clients and provide a warm, professional first impression.
Answer and direct phone calls, respond to emails, and manage correspondence.
Schedule client meetings and maintain advisor calendars.
Prepare meeting packages and client documentation.
Assist with account opening and transfer paperwork.
Maintain accurate client records and electronic filing systems.
Coordinate follow-up with clients and financial institutions.
Prepare reports, presentations, and other administrative documents.
Order office supplies and assist with general office administration.
Maintain confidentiality and handle sensitive financial information with discretion.

The ideal candidate for this position has:

Previous administrative experience, preferably in financial services, banking, wealth management, or a professional office.
Proficiency in Microsoft Office (Word, Excel, Outlook).
Excellent communication and interpersonal skills.
Strong organizational skills with exceptional attention to detail.
Ability to prioritize tasks and work independently in a fast-paced environment.
professional, dependable, and client-service oriented.
Experience with CRM-software & financial planning platforms is considered an asset.

What do we offer:

Competitive salary based on experience.
A supportive and collaborative team environment.
Opportunities for professional development and career growth.
Comprehensive training and ongoing earning opportunities.
Paid vacation & personal days
Employee benefits after 3 months
Hybrid (1 day from home after probation)

Salary Range: $58,000 - $68,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).

Diversity and Inclusion
Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.

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administrative assistant wealth management jobs in columbus

Administrative Assistant - Family Planning Office

Contracting Assistant

Management Associate Program

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