Receptionist/Administrative Assistant

Company Overview
At iA Private Wealth, we specialize in delivering holistic and personalized wealth solutions through a network of over 460 independent Investment Advisor and Portfolio Manager teams. With over $85 billion in assets under administration, we are proud to be the partner of choice for discerning investors across Canada. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.

About the Role
We are seeking a resourceful, organized self-starter to join our Burlington team as a Receptionist / Administrative Assistant. This full-time, on-site role supports smooth office operations and delivers exceptional client service. Hours are 9:00 AM to 5:00 PM, Monday to Friday. The position is available for immediate start.

What You'll Do

• Act as the primary point of contact for clients, responding promptly and professionally via phone, email, and in person
• Provide administrative support to the team, including scheduling, correspondence, and document management
• Assist with financial account management, ensuring client records are up to date and compliant with regulatory standards
• Collaborate with advisors and colleagues to resolve client inquiries efficiently
• Support marketing efforts, including social media management and video editing
• Manage multiple priorities in a fast-paced environment while maintaining attention to detail

Who You Are

• Self-starter who is thorough and organized
• Strong computer skills, including proficiency in Microsoft 365; experience with social media and video editing is an asset. Training will be provided on additional software as required
• Minimum of 5 years' experience in the financial services industry
• Exceptional client service skills with the ability to build and maintain relationships
• Strong verbal and written communication skills, with professionalism and discretion
• Team-oriented with excellent problem-solving abilities
• Knowledge of finance and industry trends; Bachelor's degree in Finance, Business, Economics, or a related field is an asset

What We Offer

• Competitive salary starting at $50,000 with potential bonus opportunities
• Two weeks of paid vacation

Please Note: This is a support role only and does not involve financial planning or advisory responsibilities

How to Apply: Submit your current resume and cover letter via Indeed

Job Types: Full-time, Permanent

Pay: Up to $50,000.00 per year

Application question(s):

• Are you legally eligible to work in Canada?
• Do you have experience working in a client-facing administrative or receptionist role?
• Are you comfortable managing multiple priorities in a fast-paced environment while maintaining attention to detail?
• This position is full-time and fully on-site. Are you able to reliably commute Monday to Friday, 9:00 AM to 5:00 PM?

Work Location: In person