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Job Title


Administrative Professional - Wealth Management


Company : BDO Canada


Location : Halifax,


Created : 2026-04-27


Job Type : Full Time


Job Description

Overview BDO is an awardwinning firm built on a foundation of positive relationships. Our Wealth Management team is looking for an Administrative Professional to join the team. Responsibilities Perform clerical duties such as typing, photocopying, scanning, mass mailings to clients and internal mail delivery within the office. Data entry while paying close attention to detail. Collect data and generate reports using a variety of internal systems. Prepare templated PowerPoint presentations. Support professional staff and other administrative staff with tasks as requested. Develop and maintain productive working internal and external relationships. Assist with daytoday wealth client administration. Administer the file management process in SharePoint. Prepare correspondence and reports as required. Directly support the Wealth Advisory Services leadership team. Other administrative duties as required. How do we define success for your role? Demonstrate BDOs core values of Integrity, Respect and Collaboration. Understand the industry, challenges and opportunities, and be recognized as positive, professional and delivering highquality work. Identify, recommend and focus on effective service delivery. Share in an inclusive and engaging work environment that develops, retains and attracts talent. Actively participate in the adoption of digital tools and strategies to drive an innovative workplace. Grow your expertise through learning and professional development. Your Experience and Education Experience/education focused on Executive Office Administration (or related). Desire to provide outstanding client service and commitment to teamwork. Proven leadership skills and initiative. Strong organization, timemanagement and communication skills. Excellent attention to detail. Proficiency with the Microsoft Office suite is required. Equal Opportunity Employer Everyone counts: We believe every employee should have the opportunity to participate and succeed. We are committed to a workplace culture of respect, inclusion and diversity. If you require accommodation to complete the application process, please contact us. #J-18808-Ljbffr