Job Description
Build the future with us
Are you eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As an Administrative Assistant, you will be responsible for providing essential administrative support and client service coordination to our team of Advisors and Associate Advisors.
This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.
_____________________________________________________________________________
What you’ll accomplish with us
As an Administrative Assistant, you’ll be at the core of our mission. Here are the main responsibilities:
Client Service: Respond promptly to client inquiries, provide accurate guidance, and resolve issues or transactions efficiently.
Advisor Support: Schedule client-advisor meetings, prepare documentation and forms, and support the transition of client relationships.
Account & Documentation Management: Maintain accurate client records, follow up on missing documentation, and document all interactions and transactions.
Compliance & Collaboration: Follow regulatory requirements and team procedures while partnering with advisors and internal teams to deliver strong client service.
Operational Support & Improvement: Track action items, maintain branch programs, provide program guidance, and identify opportunities to improve processes and team efficiency.
______________________________________________________________________________
What could accelerate your success in this role
We’re looking for someone who:
· Is known for their excellent written and verbal communication skills
· Stands out for their effective time management skills
· Demonstrates strong ability to maintain a professional and engaging telephone manner, ensuring productive client conversations
· Is recognized for their proven ability to take initiative and work autonomously
______________________________________________________________________________
Why you’ll love working with us
· A work environment where learning and development merge with a collective pursuit of excellence;
· A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
· The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
· Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!
______________________________________________________________________________
Apply now and get ahead of your career, where your talent really belongs!
______________________________________________________________________________
Still unsure about applying?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!
______________________________________________________________________________
*For positions posted in Ontario and British Columbia:
The typical hiring range for this position is between $52,000 and $70,000 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.
Location(s)
Toronto / 26 Wellington Street East
Other Possible Location(s)
Company
iA Private Wealth Inc.
Posting End Date
2026-11-18
Company Overview
iA Financial Group* is the strength of a company with a…