Waterloo, On Assistant investments Jobs – 1 Openings This Week

Administrative Assistant - Investments and Insurance
Cremasco Financial —Guelph, ON
- From $1 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Dental care
- Paid time off
Quick apply

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Administrative Assistant - Investments and Insurance

Cremasco Financial
Guelph, ON

Quick apply

Job details

Permanent | Full-time

Benefits

RRSP match
Dental care
Paid time off
Paid vacation

Skills

Microsoft Word
CRM software
Investment
Microsoft Excel
Microsoft Outlook
Post-secondary education
Microsoft Office
Finance
Accounting
Business
Accounting
Communication skills
Time management

Full job description

About Us

Cremasco Financial is a well-established and trusted financial services firm located in the heart of Guelph, Ontario. For over 40 years, we’ve helped individuals, families, and businesses achieve their financial goals through tailored advice, investment planning, and risk management strategies. We pride ourselves on our client-focused approach, integrity, and commitment to long-term relationships.

Position Overview

We are seeking a highly organized and detail-oriented Administrative Assistant to join our growing team. This individual will play a key role in ensuring the smooth day-to-day operation of our financial advisory practice. The ideal candidate is someone who thrives in a dynamic environment, has a passion for financial services, and brings a proactive, team-oriented mindset.

Key Responsibilities

Manage client account documentation and data entry into financial planning software and CRM systems
Process investment applications, transfers, and transactions accurately and efficiently
Prepare reports, account summaries, and meeting materials for advisors and clients
Handle inbound and outbound communication with clients, financial institutions, and vendors
Maintain compliance with industry regulations and internal procedures
Administrative finance functions as needed

Qualifications

Minimum 2+ years of experience in financial administration is an asset, bookkeeping, or related field is an added benefit
Post-secondary education in Business, Finance, Accounting, or equivalent experience is an added benefit
Proficient in Microsoft Office Suite (especially Excel, Word, Outlook)
Experience with financial planning software and CRM systems an asset (e.g. Equisoft, Broadridge or Fundserv)
Strong organizational and time management skills with high attention to detail
Excellent written and verbal communication skills
Ability to handle sensitive information with discretion and professionalism
Familiarity with investment, financial planning and insurance products is a strong asset

Why Join Cremasco Financial?

Work with a collaborative and supportive team in a positive work environment
Opportunities for growth and professional development
Competitive salary based on experience
Paid vacation, health benefits, and RRSP matching contributions
Convenient Guelph location

How to Apply

Please submit your resume and a brief cover letter outlining your experience and interest in the role to [email protected]. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Job Types: Full-time, Permanent

Pay: From $1.00 per year

Benefits:

Dental care
Paid time off
RRSP match

Application question(s):

What are your career goals?

Why are you interested in this opportunity/role?

Location:

Guelph, ON N1G 3E7 (preferred)

Work Location: In person

Quick apply

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Administrative Assistant - Investments and Insurance

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