Find work in Canada.

322,570 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 2 mins ago
Cost Consultant (Loan Monitoring)
Turner & Townsend
AB · Edmonton, Canada
Full-time
Assist commission manager ensuring service delivery on commissions is in line with the conditions of appointment
Added 15 mins ago
Chief Growth Officer, Wealth Management
Thorek/Scott and Partners
ON · Ontario, Canada
Full-time
Our client is an established, independent Canadian wealth manager with a substantive national footprint. Currently experiencing sustained growth, the organization is seeking a Chief Growth…
Added 15 mins ago
Senior Client Services Specialist
Avison Young | Canada
Calgary, AB
Full-time
Located in our Calgary office and reporting to the Managing Director and Operations Manager, this role includes daily real estate administrative support in a fast-paced environment. As a…
Added 15 mins ago
Senior Compliance Officer
KellyOCG
Ottawa, ON
$50 to $53 CAD / hour
Contract
Lead the preparation and execution of internal and external audits across assigned Cloud Service, ensuring compliance with established corporate policies/standards, industry standards, and…
Added 16 mins ago
Dental/Health Adjudicator - Dental Claims
Equitable
Waterloo, ON
…someone looking for a career that involves providing excellent client service in group benefits. The Dental/Health Claims Adjudicator – Dental Claims is responsible for processing…
Added 16 mins ago
Program Manager, Housing Access
Homeward Trust Edmonton
Edmonton, AB
Reporting to the Senior Director, Programs, the Program Manager, Housing Access is responsible for several areas of work under A Place to Call Home Edmonton’s Updated Plan to Prevent & End…
Added 31 mins ago
Laboratory Team Leader
Bureau Veritas
Ottawa, ON
Do you believe in the power of teamwork and sharing ideas? Do you take pride in delivering exceptional quality and service with everything you do? Do you seek out ideas for improving the…
Added 31 mins ago
Deskside Support Supervisor
Government of Nunavut Recruitment
Iqaluit, NU
Full-time
Reporting to the Manager, Government of Nunavut ServiceDesk, The Deskside Support Supervisor is a senior member of the Government of Nunavut ServiceDesk team located in Iqaluit. The Service…
Added 31 mins ago
Senior Project Manager
Government of New Brunswick
NB · NB, Canada
Full-time
Service New Brunswick (SNB) is building a new, dynamic team to transform how we deliver IT services across the province. As one of the largest IT employers in New Brunswick, with over 700…
Added 45 mins ago
Cost Consultant (Loan Monitoring)
Turner & Townsend
AB · Edmonton, AB
Full-time
Assist commission manager ensuring service delivery on commissions is in line with the conditions of appointment
Added 46 mins ago
Tax & Law Technology - Process Transformation - Manager/Senior Analyst
EY
Toronto, ON
As a Business Transformation Manager within the Canada Tax Technology Group (CTTG), you will play a key role in shaping and advancing the future of tax service delivery. You will partner…
Added 1 hour ago
Manager
Konrad
Toronto, ON
Konrad is looking for an experienced Manager to lead strategy and consulting engagements. You've successfully managed cross-functional teams of consultants, designers and developers through…
Added 1 hour ago
Manager, Benefits
Doane Grant Thornton LLP
Toronto, ON
Full-time
…experience with delivering credible, expert advice to all levels of client groups, including senior leadership, along with a high degree of confidentiality, empathy and…
Added 1 hour ago
Manager, Financial Reporting Advisory Services
Doane Grant Thornton LLP
Mississauga, ON
Full-time
Build relationships that enable seamless collaboration with other service lines in order to provide the client with an exceptional client experience
Added 1 hour ago
Project Manager- FMO
Black & McDonald Limited
Toronto, ON
Full-time
The Project Manager is responsible for overseeing facility and non-facility related projects and assisting with ad-hoc job scopes stemming from FMO contracts. As needed and as volume…
Added 1 hour ago
Practice Manager- Central Animal Hospital, Vernon
VetStrategy / Daubigny
Vernon, BC
We are seeking a dynamic and experienced veterinary Practice Manager to lead our team at Central Animal Hospital, Vernon and ensure the smooth operation of our veterinary practice. This…
Added 1 hour ago
Project Engineer, Land Development
ISL Engineering & Landservices
Edmonton, AB
…design, approvals, and construction, while building strong client relationships and working alongside internal multidisciplinary specialists in planning, landscape architecture,…
Added 1 hour ago
Litigation Assistant
The Canada Life Assurance Company
Winnipeg, MB · London, ON
Reporting to the Associate Manager, Litigation Operations, you will provide administrative and practice support to the Litigation Team. Applying your education, experience, and business…
Added 1 hour ago
Manager, Sales Support, Temporary
Aviso Wealth
Remote, Canada
$93,000 to $113,000 CAD / year
Temporary · Remote
We’re looking to fill an opening for a Manager, Sales Support to join our AM Wealth Distribution team for 12 months.
Added 1 hour ago
Operations Manager
BGIS
North Bay, ON
Full-time
The Manager, Operations is responsible for operations and budget management, service delivery management, project management, client relationship management, health and safety, and…
Added 2 hours ago
Manager - Business Technology/Directeur, Système de gestion
Maples Group
Montreal, QC
Full-time
The Manager – Business Technology reports to the Senior Manager – Business Technology and is responsible for a team of business systems analysts that define the business systems strategy…
Added 2 hours ago
Support Services Worker - Regular Full Time
Hopewell Support Services
Guelph, ON
Full-time
Competitive regular hourly wage rate for hours worked range between $23.31 - $29.29 and flexible work schedule based on client & staff needs.
Added 2 hours ago
Sourcing Manager- Human Resources Category Lead
Societe Generale
Montreal, QC
Full-time
An Analyst/Associate– Sourcing Manager for HR category within Société Générale (“SG”) Americas Sourcing Department supports the overall goals of the Global Sourcing Department in Paris…
Added 2 hours ago
Executive Protection Specialist
TD
Toronto, ON
Full-time
Reporting to the Group Manager, GPS Employee Protection Programs, the Executive Protection Specialist will work in cooperation with GPS management and GPS teams to provide dedicated support…
Added 2 hours ago
Senior Manager, Retail Marketplace – Veilance
Arc'teryx Equipment
North Vancouver, BC
Full-time
As the Senior Manager, Retail Marketplace - Veilance, you are accountable for defining and advancing the global Veilance retail strategy, standards, and experience across all regions. You…

Dawn Recruiting Agency

Administrative Assistant

Waterloo, ON, Canada

Pay: $80,000 to $110,000 CAD / year
Job type: Full-time
Apply by: Oct 29, 2026
Posting language: English
Posted: Sep 29, 2026

Apply About employer

Applications open in a new tab.

Original job description

About the Company

We are hiring a Senior Administrative Assistant to support a well-established and highly successful Investment Advisory practice.

About the Role

The Senior Administrative Assistant is responsible for managing the full spectrum of client account administration, transaction processing, account transfers, and regulatory documentation within this high-volume Investment Advisory practice. This is a key position and the operational backbone of the practice. The successful candidate will support complex client transactions and provide exceptional service to high-net-worth clients.

Responsibilities

Client Account Administration
Open new client accounts and maintain account documentation.
Process account transfers, including incoming and outgoing assets.
Manage client requests and account updates.
Coordinate RESP withdrawals, RRIF payments, estate settlements, and other account transactions.
Ensure all documentation is complete, accurate, and compliant.

Trade and Transaction Processing
Process client trade instructions accurately and efficiently.
Handle cash withdrawals, deposits, transfers, and journal requests.
Monitor transactions through completion and resolve any discrepancies.
Liaise with internal operations teams and external financial institutions.

Compliance and Regulatory Administration
Maintain compliance documentation and client records.
Review new account applications for completeness and regulatory requirements.
Ensure adherence to CIRO and firm compliance standards.
Prepare and submit regulatory and compliance-related paperwork.
Support audits, reviews, and compliance inquiries.

Client Service Excellence
Act as a primary point of contact for clients.
Respond to client inquiries regarding accounts, transactions, and documentation.
Build strong, trusted relationships with clients through professional and proactive service.
Handle sensitive and confidential client information with discretion.

Office Operations Leadership
Serve as the senior administrative resource within the practice.
Identify opportunities to improve processes and efficiencies.
Provide guidance and support to junior administrative staff as required.
Ensure smooth day-to-day operations of the advisory practice.

Qualifications

Canadian Securities Course (CSC) certification

Required Skills

7 or more years of experience supporting an Investment Advisor, Financial Advisor, Portfolio Manager, or Wealth Management team
Extensive experience with account transfers, trade processing, RESP, TFSA, RESP, RRIF withdrawals, estate administration, compliance, and regulatory documentation
Strong understanding of wealth management operations and investment industry regulations
Exceptional attention to detail and organizational skills
Experience with Salesforce or ADP is an asset

Preferred Skills

Experience with Salesforce or ADP is an asset

Apply About employer

More about this job

Responsibilities

Manage client account administration, transfers, trades, withdrawals, deposits, estate transactions, and regulatory documentation for a high-volume investment advisory practice. Serve as a primary client contact, support compliance and audits, and help improve office operations while providing guidance to junior administrative staff.

Requirements

Requires a Canadian Securities Course (CSC) certification and at least seven years of experience supporting an investment advisor, financial advisor, portfolio manager, or wealth management team. Candidates should have extensive experience with account transfers, trade processing, registered account transactions, estate administration, and compliance documentation; Salesforce or ADP experience is an asset.

Skills

Client Account Administration
Account Transfers
Trade Processing
Transaction Processing
RESP Administration
TFSA Administration
RRIF Administration
Estate Administration
Regulatory Documentation
Compliance Administration
Client Service
Wealth Management Operations
Attention To Detail
Organization
Salesforce
ADP

Visa sponsorship

Not detected in the job text

Keywords

Canadian Securities Course
CSC
Investment Advisory
Wealth Management
Client Account Administration
Account Transfers
Trade Processing
Transaction Processing
RESP
TFSA
RRIF
Estate Settlements
Regulatory Documentation
CIRO
Compliance
Salesforce
ADP
Client Service
High-Net-Worth Clients
Audit Support
Process Improvement

Report this job