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Executive Assistant Financial Services

MNK Financial Services
Mississauga, ON

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Détails du poste

Permanent | Temps plein
De 55 000 $ à 65 000 $ par an

Profil recherché

Microsoft Powerpoint
Microsoft Word
Logiciels de GRC/CRM
Investissement
Microsoft Excel
Microsoft Outlook
Préparation de documents
Service à la clientèle
Planification des rendez-vous clients
DocuSign
Communication avec les clients
Expérience en soutien administratif
Anglais
Expérience en opérations administratives et commerciales
Expérience administrative
Baccalauréat
Préparation de rapports et de présentations
Service à la clientèle
Orientation axée sur le service à la clientèle
Saisie de données
Sens de l'organisation
Services financiers
Expérience en soutien exécutif
Interaction avec les clients
Travail de bureau

Description complète du poste

Job Posting - Executive Assistant

Who we are and who we are looking for:

At MNK Financial Services, we've been helping individuals and families make confident financial decisions since 1988. Our reputation has been built on trusted relationships, exceptional service, and attention to detail. We are located in Mississauga, ON.

We have a full-time, in-office role for an Executive Assistant who enjoys creating order behind the scenes so our advisors can focus on what they do best - helping clients achieve their financial goals.

This isn't a receptionist position, and it isn't a typical administrative role. You'll become an essential member of our team, ensuring every client meeting is fully prepared, every document is accurate, and every client interaction reflects the professionalism our firm is known for.

If you love organization, thrive on details, enjoy technology, and take pride in producing exceptional work, we'd love to meet you.

What you'll be responsible for:

You'll own many of the administrative functions that keep our practice running smoothly, including:

Preparing complete client meeting packages, reports, and presentations.
Coordinating advisor calendars and scheduling client appointments.
Preparing professional meeting notes and updating client records.
Processing investment and insurance documentation accurately and efficiently.
Preparing client correspondence and ensuring all documents are polished and professional.
Managing confidential client information with care and discretion.
Following up on outstanding administrative items to ensure nothing falls through the cracks.
Supporting the Advisor, Associate Advisor, and Operations Manager with day-to-day administrative operations.

What success looks like within your first year:

Advisors walk into every client meeting fully prepared without needing to assemble files themselves.
Client meeting packages are consistently completed at least 2 weeks in advance.
Investment and insurance paperwork is processed accurately and on time.
Administrative tasks are completed proactively with minimal follow-up.
Clients receive prompt, professional, and attentive service throughout every interaction.
Your work helps the Advisor and Associate Advisor recover 10–15 hours each week to focus on serving clients.

What we're looking for:

Required Experience

3–5 years of experience as an Executive Assistant, Administrative Assistant, or Client Service Associate.
Experience supporting multiple professionals while managing competing priorities.
Financial services experience is considered an asset but is not required.

Technical Skills

You should be comfortable using technology every day, including:

Microsoft Outlook, Word, Excel, and PowerPoint.
Intermediate Excel skills, including:
XLOOKUP
VLOOKUP
Working across multiple worksheets and workbooks
Basic formulas and data organization
PDF-XChange experience.
Customer relationship management (CRM) software experience.
We also value candidates who have enthusiasm for AI and emerging technologies, with a proactive approach to testing new tools and helping the team adopt more efficient ways of working.

The person who will thrive here:

Notices details that others miss.
Takes ownership without waiting to be asked.
Enjoys creating organized systems.
Communicates professionally with clients and colleagues.
Produces work you're proud to put your name on.
Can manage multiple priorities while remaining calm and organized.

Why Join MNK Financial Services?

We're a close-knit team that values professionalism, collaboration, and doing what's right for our clients. Your work won't just support the business - it will directly improve the experience our clients receive every day.

If you're looking for a career where your organizational skills, attention to detail, and commitment to excellence truly make a difference, we'd love to hear from you.

Compensation:

The annual salary for this role will be between $55,000 and $65,000 depending on experience and licensing.

To Apply:

Please submit your résumé along with a brief cover letter explaining why you're interested in joining MNK Financial Services and what makes you a great fit for this role.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Pay: $55,000.00-$65,000.00 per year

Benefits:

Company events
On-site parking
Paid time off
Tuition reimbursement

Application question(s):

Are you able to reliably commute to our offices Monday to Friday?
Do you now or might you in the future, require sponsorship to work in Canada?

Education:

Bachelor's Degree (preferred)

Experience:

Executive or Administrative Assistant: 3 years (required)
Investment or Life Insurance : 1 year (preferred)

Language:

English (required)

Work Location: In person

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Affinez votre recherche

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : finance assistant (milton, on)

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