Position: Administrative Assistant

Location:  Barrie, On

Compensation & Benefits

Part-Time Option:

$34,000 – $38,000 annually

Monday to Friday, 10:00 AM – 4:00 PM

Half-hour paid lunch

Salary based on experience

Full-Time Option:

$45,000 – $50,000 annually

Monday to Friday, 9:00 AM – 5:00 PM

One-hour paid lunch

Salary based on experience

Additional Benefits:

Paid sick and personal days

3 weeks paid vacation to start

Key Responsibilities

• Process post-meeting administrative tasks including opening accounts, placing trades, setting up PACs and AWDs, and completing T2033 transfers
• Securely upload client documentation to Head Office and CRM systems
• Create and maintain accurate client files and records
• Follow up on transactions to ensure timely and accurate completion
• Process client requests including withdrawals, address changes, PAC updates, and related account servicing
• Coordinate and send review requests through email and phone communication
• Assist with gathering information required for financial projections and reporting
• Schedule and confirm client review appointments through follow-up calls and emails
• Maintain filing systems and ensure documentation is organized and up to date
• Provide professional and responsive customer service to clients and internal stakeholders

Qualifications & Skills

• Minimum 3–5 years of industry experience required
• Strong computer skills with the ability and willingness to learn new software and systems
• Proficient in Microsoft Office applications
• Experience with Univeris and Maximizer CRM considered an asset
• Mutual Fund License considered an asset
• Excellent oral and written communication skills
• Strong organizational skills with exceptional attention to detail
• Ability to prioritize workload, multitask, and meet deadlines
• Ability to work collaboratively in a professional office environment

To apply please send resume to mcarreiro@averyhr.com