Talent.com
Andreis Financial
Administrative AssistantAndreis Financial • Toronto, ON, CA
Administrative Assistant

Administrative Assistant

Andreis Financial • Toronto, ON, CA
30+ days ago
Job type
  • Full-time
  • Part-time
Job description

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: info@andreisfinancial.com

Seniority level

Entry level

Employment type

Full-time

Job function

Administrative

Referrals increase your chances of interviewing at Andreis Financial by 2x

#J-18808-Ljbffr
Create a job alert for this search

Administrative Assistant • Toronto, ON, CA

Similar jobs

Administrative Assistant III

University Health NetworkToronto, ON, CA
Full-time

With 10 sites and more than 44,000 TeamUHN members.UHN consists of Toronto General Hospital, Toronto Western Hospital, Princess Margaret Cancer Centre, Toronto Rehabilitation Institute, The Michene... Show more

 • Promoted

Experienced Administrative Assistant at Intact Lab

Intact Financial CorporationToronto, ON, CA
Full-time

Join Intact Lab as an Experienced Senior Administrative Assistant, balancing hybrid work while supporting leaders and enhancing departmental efficiency in Toronto or Montreal.This role as Senior Ad... Show more

 • Promoted

Administrative Assistant

Pediatric Oncology Group of Ontario (POGO)Toronto, ON, CA
Full-time

Get AI-powered advice on this job and more exclusive features.Are you an experienced office administrator ready to make a meaningful impact in a dynamic environment?.If so, we’re seeking a motivate... Show more

 • Promoted

Administrative Assistant

ConfidentialToronto, ON, CA
Full-time

Administration / Customer Service.On behalf of one of our clients, we are hiring a.Remote Administrative Assistant / Customer Service Representative.IT and Network Administration environments.In th... Show more

 • Promoted

Administrative Assistant III

Capital OneToronto
Full-time

Bay Street (93021), Canada, Toronto, Ontario.Administrative Assistant III – Toronto, Canada.Capital One Canada has been on a mission to change banking for good and build relationships by making cre... Show more

 • Promoted

Insurance Administrative Assistant Position

Jones DesLauriersToronto, ON, CA
Full-time

Join the insurance field as an Administrative Assistant focused on client coordination.Play a key role in processing documents and supporting team operations in commercial insurance.This position w... Show more

 • Promoted

Administrative Assistant

AptitudeToronto, ON, CA
Full-time

We are seeking a detail-oriented and organized Administrative Assistant to provide essential support to our team.The Administrative Assistant will be responsible for a variety of tasks, including m... Show more

 • Promoted

Administrative Assistant

EVENTSCAPEToronto, ON, CA
Full-time

JOIN THE TEAM THAT'S REDEFINING INNOVATIVE ARCHITECTURAL SOLUTIONS.Eventscape, a global leader in custom architectural fabrication, is looking for an Administrative Assistant.This position goes bey... Show more

 • Promoted

Administrative Assistant

Premier Inn Hotels LLC (UAE)Toronto, ON, CA
Full-time

Central Toronto (North Toronto West), Canada | Posted on 10/23/2024.Duration: ASAP to June 30th, 2024, with strong potential for extension.How would you contribute to process improvement, automatio... Show more

 • Promoted

Administrative Assistant, Finance

Hoopp-Toronto, ON, CA
Permanent

Why you’ll love working here:high-performance, people-focused cultureour commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps e... Show more

 • Promoted

Administrative Assistant

Canadian TireToronto, ON, CA
Temporary

Canadian Tire Corporation is seeking an.This role provides comprehensive administrative and organizational support to senior executives within the Technical Governance and Engineering groups.Delive... Show more

 • Promoted

York Montessori School Administrative Assistant Role

Montessori Teachers CollegeRichmond Hill, York Region, CA
Full-time

Become an Administrative Assistant at York Montessori School and play an integral role in school operations and parent communications.This position emphasizes organization while nurturing a positiv... Show more

 • Promoted

Legal Administrative Assistant

Healthcare Insurance Reciprocal of Canada (HIROC)Toronto, ON, CA
Temporary

Legal Administrative Assistant.Healthcare Insurance Reciprocal of Canada (HIROC).HIROC knows healthcare as it’s the largest not-for-profit healthcare liability insurer in the country, with over 700... Show more

 • Promoted

Administrative Assistant, Surgery/Oncology

Mount Sinai Hospital (Toronto), Sinai HealthToronto, ON, CA
Full-time

Administrative Assistant, Surgery/Oncology.Sinai Health is looking for an.The Administrative Assistant is an essential part of a busy clinical practice within the Department of Surgery at Mount Sin... Show more

 • Promoted

Administrative Assistant - Senior(Remote) JP853

PathlionToronto, ON, CA
Remote
Full-time

Positions: Claim Payment Coordinator supporting the Childcare Claims Unit and Child Care Funding Coordinator positions are part of the Alberta Child Care Grant Funding team.Process provincial grant... Show more

 • Promoted

Administrative Assistant, Finance

Healthcare of Ontario Pension Plan Trust Fund CompanyToronto
Full-time +1

Speaker Series events and access to LinkedIn Learning, that support employees’ career growth membership in HOOPP’s world class defined benefit pension plan, which can serve as an important part of ... Show more

 • Promoted

Healthcare Administrative Assistant Needed

SunnybrookToronto, ON, CA
Full-time

Become a vital part of patient care as a Patient Care Coordinator in a busy healthcare environment.This in-person role supports plastic and reconstructive surgeons in managing crucial patient flow ... Show more

 • Promoted

Administrative Assistant at UofT Scarborough

University of TorontoToronto, ON, CA
Full-time

Provide essential administrative support as an Administrative Assistant at the University of Toronto Scarborough.Collaborate with staff and coordinate logistics for major projects and events within... Show more