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Are you a polished professional looking for a stable, long-term contract within the prestigious world of Wealth Management? We are seeking a reliable and detail-oriented Administrative Assistant with 2-4 years of experience in administrative roles. You will bridge the gap between high-touch client service and essential back-office operations. This is more than a reception role; you will balance reception duties with essential back-office operational support. This role is ideal for someone who thrives in a low-maintenance, structured environment and enjoys providing top-tier service to both internal colleagues and external clients; it is an opportunity to join a sophisticated, 35-member team where your organizational skills directly impact the success of our leadership and the satisfaction of our high-net-worth clients.
Job Responsibility:
Manage scheduled arrivals and inquiries with professionalism, ensuring every client feels welcomed and valued
Support the financial backbone of the office by processing check deposits, preparing sensitive documentation, and managing professional correspondence
Take the lead on meeting logistics, facility booking, and catering to keep our large team moving efficiently
Maintain the highest standards of confidentiality while managing reports, invoices, and expense files
Requirements:
2–4 years of experience in a professional office environment (Financial or Banking experience is a major asset)
Proficient with Microsoft Office (Word, Excel, PowerPoint)
Thrive in structured environments and take pride in being highly reliable and detail oriented
Possess the verbal and written communication skills necessary to interact with high-profile clients and senior leadership
High School Diploma or GED required
Strong organizational and multi-tasking abilities to pivot priorities in a fast-paced environment
What we offer:
Exceptional Stability: Secure an 18-month contract with the potential for permanent conversion
True Work-Life Balance: Enjoy a reliable 9:00 AM – 5:00 PM schedule with no overtime expected
Structured Success: Benefit from a comprehensive 2-week shadowing program to ensure you feel confident and supported from day one
Prime Location: Work from our beautiful, 100% onsite office in the heart of Whitby