Company Description Frost Wealth Management, located in Waterloo, ON, is one of Canada''s premier financial advisory networks providing diversified investment and wealth management services to individuals, families and corporations. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization, operating under the trademark and business name iA Private Wealth. Role Description This is a full-time on-site role for an Administrative Assistant at Frost Wealth Management in Waterloo, ON. The Administrative Assistant will be responsible for providing administrative support, managing phone communications, handling correspondence, and assisting with clerical tasks. Qualifications Minimum 3 years of experience in the financial services industry knowledge of financial terminology and basic investment concepts Administrative Assistance and Executive Administrative Assistance skills Strong Phone Etiquette and Communication skills Clerical Skills Strong attention to detail Excellent organizational and time management abilities Proficiency in Microsoft Office suite Attention to detail and problem-solving skills Experience in the financial services industry is an asset Post-secondary education in Business Administration or related field
Job Title
Administrative Assistant