Job Description:
Latest job information from Desjardins Financial Security Independent Network for the position of Executive Assistant & Client Service Administrator - Financial Services. If the Executive Assistant & Client Service Administrator - Financial Services vacancy in Toronto matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.
Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Desjardins Financial Security Independent Network for the position of Executive Assistant & Client Service Administrator - Financial Services below matches your qualifications.
Seeking an organized, dependable, and self-directed Executive Assistant & Client Service Administrator to support a busy Financial Planner.
Your purpose is simple: protect valuable client-facing time by taking ownership of the administrative work that follows meetings and client requests.
This is a demanding, phone-heavy role for someone who genuinely enjoys administration, learns quickly, and takes pride in getting things done properly.
What you will do
- Speak regularly with clients, investment companies, insurers, and banks.
- Prepare and track forms, signatures, submissions, and missing documents.
- Follow up until each request is complete and keep clients informed.
- Maintain accurate records in Salesforce and use multiple systems simultaneously.
- Protect confidential information and follow corporate and compliance procedures.
You will thrive if you
- Genuinely enjoy detailed administrative work and frequent phone conversations.
- Communicate clearly, confidently, and professionally in written and spoken English.
- Are curious, resourceful, and comfortable teaching yourself new systems and processes.
- Are organized, dependable, and able to manage competing priorities.
- Notice details, ask smart questions, take good notes, and catch on fast.
- Are comfortable working with technology and confidential information.
Experience in executive support, financial services, insurance, investments, banking operations, or client service is an asset, but a capable and motivated learner can succeed in this role.
References and Background Checks will be conducted as part of the recruitment process.
Job Info:
- Company: Desjardins Financial Security Independent Network
- Position: Executive Assistant & Client Service Administrator - Financial Services
- Work Location: Toronto
- Country: CA
How to Submit an Application:
After reading and understanding the criteria and minimum qualification requirements explained in the job information Executive Assistant & Client Service Administrator - Financial Services at the office Toronto above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.
Next Page »