Found Description
We are looking for an Administrative Assistant to support a busy financial planning practice in Mississauga, Ontario. This position is ideal for someone who enjoys keeping information organized, providing responsive client service, and helping a highly organized team operate efficiently. The successful candidate will contribute to day-to-day administrative coordination while ensuring client records, documentation, and follow-up activities are handled with care and accuracy.
Responsibilities:
• Maintain client records and update information across business systems, including CRM and spreadsheet-based trackers.
• Record thorough and accurate notes from client conversations to support ongoing service and planning activities.
• Monitor outstanding requests and follow up on client inquiries, transactions, and related administrative items in a timely manner.
• Work closely with colleagues to address questions, resolve issues, and ensure a smooth client experience.
Responsibilities:
• Maintain client records and update information across business systems, including CRM and spreadsheet-based trackers.
• Record thorough and accurate notes from client conversations to support ongoing service and planning activities.
• Monitor outstanding requests and follow up on client inquiries, transactions, and related administrative items in a timely manner.
• Work closely with colleagues to address questions, resolve issues, and ensure a smooth client experience.