We are hiring a Senior Administrative Assistant to support a well-established and highly successful Investment Advisory practice.
The Senior Administrative Assistant is responsible for managing the full spectrum of client account administration, transaction processing, account transfers, and regulatory documentation within this high-volume Investment Advisory practice.
This is a key position, the operational backbone of the practice and requires extensive experience supporting Investment Advisors, managing client accounts, processing investment transactions, and ensuring regulatory compliance.
The successful candidate will be a seasoned financial services professional who can operate independently, oversee complex client transactions, and provide exceptional service to high-net-worth clients.
Responsibilities
Client Account Administration
Trade & Transaction Processing
Compliance & Regulatory Administration
Client Service Excellence
Office Operations Leadership
Required:
What we offer:
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.
Only job postings for jobs located in Quebec appear in French.
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Administrative Assistant • Waterloo, ON, CA
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