About The JobWho We AreT.E.A.M. Financial Solutions is a leading Canadian financial planning firm based out of Waterloo, ON helping our clients achieve lifetime financial security and live healthier lives.T.E.A.M stands for To Educate and Mentor and this is our mission to provide to our clients every day. We recognize that everyones financial strategy is as unique as they are and we work to build a plan that best supports them and their goals. We support clients at all points in their life from buying their first home, getting married, saving for a child's education and saving for retirement. We uphold a high level of professionalism and pride ourselves in our boutique services.We are a small but mighty team where we specialize in managing the wealth of high net worth clients, building out financial strategies for investment, saving and reaching financial goals. We also work with clients with respect to estate planning and intergenerational wealth transfers.We aim to provide the best service to our clients by creating an empowering space for our employees. Your role does not define your job, we encourage curiosity, innovation, and to think differently. We support personal and professional development, aiming to bring out the best in our team.The RoleWe are seeking an organized and motivated Executive Administrative Assistant to support the day-to-day operations of our growing financial advisory practice. This is an exciting opportunity for someone eager to grow their career in the financial services industry.The successful candidate will begin by supporting business operations, client communications, scheduling, and documentation, while learning the foundational skills of our industry. As part of this development path, you will complete two key financial certifications (LLQP and either CSC or IFIC) with full support from the team.This role is designed to grow over time into a leadership-focused position.ResponsibilitiesSupport the Managing Partner with scheduling, inbox and calendar managementPrepare and organize client documentation, meeting materials, and follow-up actionWelcome clients and ensure a professional and warm experience during visits or callsMaintain organized records, ensure compliance documentation is up to dateAssist with client appreciation events, printed materials, and seasonal communicationsLiaise with vendors, order supplies, and assist with day-to-day office tasksCoordinate internal team communications and assist with onboarding processesExperience and Required Skills5+ years of administrative experience, ideally in a professional or client-facing environmentInterest in pursuing a long-term career in financial servicesDetail-oriented, proactive, and eager to learnStrong organizational and time management skillsExceptional communication and interpersonal skillsTech-savvy and comfortable with tools like Microsoft Office, scheduling systems, and databasesFriendly, professional demeanor with a strong sense of confidentialityWhy Join Us?An opportunity to play a pivotal role in shaping the companys operations and client experienceCompetitive base salary tailored to your experience (salary range $45,000-$65,000)Strong bonus program designed to reward performance, approximately 10% -15% of baseComprehensive benefits package from day one3 weeks vacation time in addition to having your birthday off annually when it lands on a Monday-FridayHalf days on Fridays year roundThrive in a supportive culture where your contributions are valued and make a tangible impact
Job Title
Executive Administrative Assistant