Administrative Assistant

We are seeking a highly organized and responsible Administrative Assistant to join our prestigious Wealth Management Office. This role entails a variety of finance and administrative tasks to support our executives while maintaining an efficient office environment.

Responsibilities include, but are not limited to:

• Obtain purchase/expense approvals and process payments (wire, EFT, cheque).
• Gain approvals and process internal fund transfers, then reconcile corresponding account balances.
• Assist accountants by tracking various project/divisional costs,
• Create and maintain Excel spreadsheets and PowerPoint presentations.
• Produce correspondence, invoices, schedules, and handle confidential financial information.
• Interface directly with representatives/relationship managers at service providers (i.e. financial institution, investment manager, insurance agency, etc.).
• Perform administrative duties including filing, photocopying, faxing, scanning, shredding, sorting mail, and arranging couriers.
• Prepare meeting spaces for client/internal meetings and arrange for necessary amenities
• Schedule appointments and meetings, and coordinate all required materials.
• Create new files and maintain an extensive filing system.