Administrative Assistant

Andreis Financial is seeking a Part-Time Licensed Administrative Assistant to support our financial advisors with day-to-day administrative and client service operations. This role is ideal for someone who is organized, detail-oriented, and experienced in a professional, client-focused financial services environment. A current Ontario securities license is required for this position.

Experience with the Manulife Securities CIRO (formerly IIROC) platform is considered an asset, but not essential.

Key Responsibilities

• Provide administrative and operational support to licensed insurance and securities advisors.
• Maintain and update client files in accordance with Ontario regulatory, compliance, and privacy standards.
• Prepare, process, and track investment and financial documentation with accuracy and efficiency.
• Schedule client appointments and manage advisor calendars.
• Communicate professionally with clients via phone and email.
• Support adherence to FSRA and CIRO regulatory guidelines.
• Handle sensitive client information with the highest level of confidentiality and professionalism.
• Contribute to office organization and help improve internal workflows and operational systems.

Licensing and Experience

• An active Ontario securities license (e.g., CSC, CPH + required Manulife Securities approvals) is required.
• Familiarity with the Manulife Securities CIRO/IIROC platform is an asset, but not mandatory.
• Previous experience in financial services, investments, and administrative support. Strong organizational skills and exceptional attention to detail.
• Excellent written and verbal communication skills. Proficiency with Microsoft Office and/or CRM systems.
• Ability to work independently, manage multiple priorities, and meet deadlines.
• Good understanding of client confidentiality, privacy legislation, and Ontario compliance requirements.

Details and Work Hours

• Approximately 15–25 flexible hours per week.
• Supportive, collaborative, and professional work environment.
• Opportunity for growth within the financial services industry.
• Access to ongoing training and professional development.

How to Apply

Please submit your resume and a brief cover letter outlining your experience and current Ontario licensing status to: [email protected]

Seniority level

Entry level

Employment type

Full-time

Job function

Administrative

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