Administrative Associate in Securities Industry

Become an essential part of our administrative team in Mississauga, Ontario, as an Administrative Associate. Focus on delivering outstanding client service while managing administrative tasks efficiently.
This position requires expertise in the securities industry and CIRO Investment Representative approval. As an Administrative Associate, you will streamline client administration, engage in timely transactions, and support Wealth Advisors with robust reporting on business growth. Your role will also include marketing efforts to attract new opportunities, ensuring thorough communication, and developing productive relationships across departments.
Key Responsibilities:
• Ensure effective client administration and manage escalations
• Assist advisors with regular portfolio reviews and trades
• Coordinate and develop marketing materials and seminars
• Track reports for growth recommendations and targets
• Collaborate with cross-department contacts to share knowledge