At CI Assante Wealth Management we specialize in a complete approach to wealth management, our team incorporates investment, tax, estate and risk management planning, all into one package. We help our clients reach their financial goals by getting to know them and developing strategies that will work best for their specific situation. Our partnerships with Assante Financial Management Ltd., Assante Capital Management Ltd., and CI Global Asset Management have been paramount in providing a high-level of service and professional advice to each and every one of our clients. We are seeking a dedicated, long-term team member who is interested in building a career in the financial industry. This role offers the opportunity to grow within our firm, with support for both career development and educational advancement
The Office Administrator role is to provide administrative support to the Office Manager.

Key Responsibilities

• Serve as first point of contact for clients (calls, in-person)
• Process account documentation, transfers, deposits, withdrawals, and payments
• Maintain accurate client files, CRM records, and compliance documentation
• Prepare letters, reports, and marketing materials
• Coordinate with internal teams to ensure seamless client service
• Stay current with industry regulations and system updates

Qualifications

• 1 + year front desk or administrative experience (preferred)
• Strong computer and technological skills, with ability to quickly learn new systems
• Proficiency in Microsoft Word, Excel, and PowerPoint
• Strong organizational skills with the ability to prioritize
• Excellent verbal and written communication skills
• Detail-oriented, proactive, and a collaborative team player

Education/Work Experience

• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to take initiative and work independently
• Ability to meet deadlines
• Knowledge of Microsoft systems: Word, Excel and PowerPoint

Job Types: Full-time, Permanent
Pay: $23.50-$25.00 per hour
Expected hours: 30 – 42 per week

Benefits:

• Extended health care
• RRSP match

Ability to commute/relocate:

• Peterborough, ON K9H 3S1: reliably commute or plan to relocate before starting work (required)

Education:

• Secondary School (preferred)

Experience:

• Front desk: 1 year (preferred)
• Administrative: 1 year (preferred)

Work Location: In perso

• Serve as first point of contact for clients (calls, in-person)
• Process account documentation, transfers, deposits, withdrawals, and payments
• Maintain accurate client files, CRM records, and compliance documentation
• Prepare letters, reports, and marketing materials
• Coordinate with internal teams to ensure seamless client service
• Stay current with industry regulations and system update