A relationship-focused firm with the goal of helping our clients achieve financial success. Our mission is to extend a helping hand to families and businesses by offering accessible and empathetic financial guidance that is tailored to their unique needs, as we firmly believe that financial security and success should be within reach for everyone. Secure Financial has been managing wealth for clients for the past 30 years, and provide advice regarding tax, retirement, insurance and estate planning.

We are a Thornhill-based financial advisory firm currently seeking an experienced, service oriented administrative assistant. The successful candidate will play a key role in our administrative functions, ensuring clear communication to our clients and assisting with smooth and efficient operation of daily tasks.

Essential Duties and Responsibilities:

- First point of contact, providing a welcoming and courteous experience for customers.

- Effectively managing incoming communications from clients and other partners.

- Impacting client experience through the execution of client account administration, including account opening, maintenance, investment transfers, and KYC updates.

- Assisting in overall portfolio management, including trade execution and processing security transactions and transfers.

- Placing trades on the proprietary platform in client investment accounts.

- Cash management, handling bank wires, EFTs, and cheques.

- Scheduling and appointment booking, managing the team's calendar.

- Assisting the team in welcoming and onboarding new clients.

- Keeping the filing system organized and updated, both in paper and electronic formats.

- Completing paperwork and materials for client meetings.

- Responding to client inquiries professionally and ensuring accurate documentation of interactions.

- Conducting weekly maintenance, including a dusting of office space.

- Performing general office and administrative duties as required.

Requirements:

- Understand important of compliance with established operating procedures and protocols.

- Must hold all client and business-related information in strict confidence.

- Excellent verbal communication skills.

- Strong organizational skills.

- Meticulous attention to detail.

- Proficient use of related computer software (outlook, teams, word and excel)

Qualifications and Skills:

- Post-secondary education.

- A year of administrative experience.

- Canadian Securities Course (CSC) as well as the Conduct and Practices Handbook (CPH) recommended; must be willing to complete the course within a year of employment.

- Familiar with financial industry concepts (mutual funds, RRSP’s, TFSA’s, insurance).

Schedule: 9:30 – 4:30, in office

At Secure Financial, we are committed to fostering an inclusive, accessible environment where all members of our team feel valued and supported. We welcome individuals of all backgrounds to join our team, and strive to create an atmosphere that encourages collaboration, innovation, and mutual respect. The company is committed to equal opportunity employment and bases all recruitment decisions on merit and the operational requirements of the business.

If you have received an interview invitation and require any accommodations, please feel free to reach out to us. We are dedicated to creating an inclusive and supportive environment, and we are more than willing to collaborate with you to meet your specific needs.

Job Type: Full-time

Pay: $52,000.00 per year

Benefits:

Dental care
Extended health care
Life insurance
Vision care

Flexible Language Requirement:

French not required

Schedule:

Monday to Friday

Education:

Bachelor's Degree (preferred)

Experience:

Administrative experience: 1 year (preferred)

Licence/Certification:

Canadian Securities Certificate (preferred)

Work Location: In person

Secure Financial Education Services Inc.

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