Studio assistant Jobs in Mississauga, ON

We are looking for a dedicated Administrative Assistant to support our Financial Planners in Mississauga, Ontario. This role involves handling a variety of administrative tasks to ensure smooth operations and exceptional client service, with a focus on organization and attention to detail. The ideal candidate will have a basic understanding of financial principles and tax strategies and will thrive in a fast-paced, team-oriented environment.

Responsibilities :

• Provide comprehensive administrative support to Financial Planners, ensuring all tasks are completed efficiently.
• Prepare and organize client materials, reports, and documents for meetings.
• Maintain and update client records accurately within internal systems.
• Assist with data entry and perform financial analysis to support client reviews.
• Coordinate and schedule client meetings, ensuring seamless communication and organization.
• Respond to client inquiries professionally, following up on action items as needed.
• Support the implementation of financial planning and tax strategies under the guidance of Financial Planners.
• Perform general office administrative duties to ensure daily operations run smoothly.
• Utilize Microsoft Office Suite and other systems to complete tasks effectively.
• Strong organizational and administrative skills with exceptional attention to detail.
• Foundational knowledge of financial planning concepts and basic tax strategies.
• Excellent communication skills, both written and verbal.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and familiarity with CRM systems like Salesforce.
• Ability to manage multiple priorities and meet deadlines in a dynamic environment.
• High ethical standards and a commitment to client-focused service.
• A proactive and collaborative approach to teamwork.
• Post-secondary education in business, finance, or related fields is an asset.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. All applicants applying for Canadian job openings must be authorized to work in Canada.

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