Administrative Assistant – Financial Services (CSC Required)
Location: St Thomas
Job Type: Permanent Full-Time
We’re hiring an experienced Administrative Assistant to join a very well established financial services / wealth management firm. This is an excellent opportunity for someone with their CSC (Canadian Securities Course) looking to build a long-term career in a supportive, team-oriented environment.
You’ll be supporting a high-performing team and working under a friendly, approachable, and highly regarded manager who values their team and recognizes strong performance.
Key Responsibilities:
- Provide administrative support to senior advisors
- Assist with trade processing and execution support in accordance with advisor direction
- Manage calendars, scheduling, and client meetings
- Prepare client documentation, reports, and correspondence
- Handle client communication and inquiries in a professional manner
- Maintain accurate records and compliance documentation
- Assist with office coordination and workflow management
Qualifications:
- ✅ Completion of Canadian Investment Regulatory Exam (CIRE) an asset
- ✅ 3+ years of administrative experience in financial services, wealth management, or banking
- Strong skills in Microsoft Office (Excel, Word, Outlook)
- Excellent organizational, communication, and client service skills
Why this role:
- Supportive and people-first leadership
- Positive, collaborative team culture
- Established financial services firm with stability and growth
- Strong opportunity for long-term career development
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.
© 2025 Robert Half. By clicking “Apply,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice.