Niagara Executive Assistant in Finance

Elevate your career as an Executive Assistant at a prominent wealth management firm in Niagara. Perfect for detail-oriented individuals passionate about providing exceptional client service and administrative support. In this pivotal role, you will manage various client accounts and serve as the face of the firm.

Qualifications include a minimum of 1.5 years in financial services and outstanding proficiency in Microsoft Office. You will coordinate meetings, manage compliance documentation, and ensure regulatory adherence while supporting financial advisors. Key Responsibilities: • Be the first point of contact for clients' needs • Handle client account maintenance with accuracy • Schedule client meetings and prepare necessary documentation • Oversee office operations and inventory management • Assist in preparing financial reports and presentations Requirements: • Canadian Securities Course and CPH completion required • 1.5 - 3 years of relevant experience • Mastery of Microsoft Office and CRM tools • Strong understanding of compliance regulations • Exceptional communication and time management Join a well-established firm and contribute to client satisfaction and operational efficiency. #J-18808-Ljbffr