Job Title

Administrative Assistant (Investment Services)Location: In-Office | Waterloo, OntarioAre you a detail-driven professional who thrives on creating exceptional client experiences? Join Young Financial Groupwhere your precision, integrity, and initiative are valued every day in a team that fosters trust and lasting client relationships.About the Role We are seeking a highly organized and detail-oriented professional to join our team in a full-time, in-office position. As the first point of contact for clients, you will play a key role in delivering a superior client experience while supporting the daily operations of our practice.To excel in this role, you must demonstrate:Impeccable attention to detail and accuracyInitiative and the ability to work independentlyStrong verbal and written communication skillsA proactive and positive client-service mindsetExcellent time management and organizational skillsA commitment to maintaining confidentiality and professionalism at all times Key ResponsibilitiesThis is a representative list and is not exhaustive:Prepare client meeting packages, process documentation post-meeting, and manage follow-up actions to ensure completion.Accurately place and follow up on investment trades (purchases, switches, withdrawals) in client accounts.Keep client records current and organized, both electronically (via Equisoft CRM) and physically (paper filing).Act as the primary point of contact for clients and suppliers, delivering a professional and courteous experience.Take ownership of client requests and administrative tasks, ensuring deadlines are met and files are audit-ready.Maintain a thorough understanding of compliance requirements and industry regulations relevant to the role. What Were Looking ForA resourceful and self-motivated team player who thrives in a fast-paced, client-focused environment.Someone who takes pride in accuracy, consistency, and thorough follow-through.An individual who enjoys building rapport with clients and understands the importance of discretion and confidentiality.What We OfferFull-time, in-office position (9:00am 5:00pm, Monday to Friday).We value in-person collaboration and believe it enhances communication, learning, and team spirit. Our office environment is friendly, professional, and built around mutual support. A family-oriented culture that respects personal commitments outside of work.Supportive mentorship and hands-on training to set you up for successCompensation & BenefitsSalary: $50,000 $60,000 annually, commensurate with experience.Benefits: After 90-day probationary period: Fully paid Health and Dental coverageFully paid Life InsuranceLong-Term Disability (employee paid) The successful candidate will be required to complete a criminal record and credit check. We appreciate every application, and while we can only contact those selected for interviews, we thank you for your interest in joining our team.