Capital Markets Advisors (CMA) is a boutique staffing and consultancy firm. Our client, a leading Canadian wealth management firm, is seeking an administrative assistant to provide comprehensive support to their Toronto-based practice.
Responsibilities:
The ideal candidate will possess a blend of digital literacy, organizational prowess, and interpersonal skills, to effectively manage administrative tasks and enhance office efficiency.
Ideal Candidate for this role:
You possess a blend of digital literacy, organizational prowess, and interpersonal skills. Able to effectively manage administrative tasks and enhance office efficiency.

Mandatory Requirements:

• Strong digital literacy and research skills to assess information reliability.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Expertise in data management and entry.
• Excellent written communication skills to convey information.
• Strong time management, multitasking, and organizational abilities
• Professional demeanor with good office and phone etiquette
• Ability to perform under pressure and meet multiple deadlines
• Proactive mindset focused on process optimization and improvement
• Effective both independently and in a team setting.

Desirable Requirements:

• Experience in event/meeting planning and coordination
• Understanding of the investment brokerage industry and securities regulations.
• Canadian securities licence
• Experience with Conquest and Snap Projections software
• Good knowledge of Morningstar Advisor Workstation

Compensation:

• Varies between $45,000 to $60,000 (licensed assistant)
• There’s a bonus based on performance each year.
• Benefits: Medical and Dental

Company Provides:

• It is a hybrid position, 2 to 3 days a week, remotely from home

Job Types: Full-time, Permanent
Pay: $45,000.00-$60,000.00 per year

Benefits:

• Dental care
• Disability insurance
• Extended health care
• Flexible schedule
• Work from home

Work Location: Hybrid remote in Etobicoke, ON M9C 4Z

Please refer the Job description for details